Sales and Marketing Leadership Development Program
Core
A 24-month rotational program for early-career talent to gain hands-on experience in sales, marketing, product, and client relationship teams within a global financial services organization.
Role type
Leadership Development Program participant (early-career)
Builds
Marketing collateral, go-to-market campaigns, competitive analysis, data reporting, and client support for investment solutions
Domain
Financial Services / Asset Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Business Management or Economics degree, Series 7 and Series 66 licenses, data modeling, prospect analysis, account management system updates
Preferred skills
Self-motivation, organizational skills, multi-priority management, written and verbal communication, Microsoft Office proficiency
Technologies
Microsoft Office Suite (Excel, PowerPoint), account management software
Responsibilities
Develop marketing collateral, support go-to-market campaigns, conduct competitive marketplace analysis, assist with data modeling and reporting, provide sales support, maintain client profiles, create target client lists, support institutional client relationships
Seniority
Entry-level (current senior student)