Marketing & Sales Strategy Intern - Wealth Management Solutions
Core
Support marketing and sales strategy projects to help sales teams and advisors understand and share financial solutions with clients.
Role type
Intern, marketing and sales strategy
Builds
Talking points, training materials, onboarding resources, presentation content
Domain
Financial services, wealth management
Deliverable
product features
Required skills
Written and verbal communication, simplifying complex information, organizing insights, time management, Microsoft Office (PowerPoint, Word, Excel)
Preferred skills
Market research, product marketing, content development, sales enablement
Responsibilities
Support marketing and sales strategy projects for financial products, turn product information into audience-friendly messages, conduct research for communication plans, create or refresh training and presentation materials, collaborate with marketing and sales partners, present project learnings to leaders