Student, National Accounts & Sales Enablement (Winter 2027)
Core
Support National Accounts and Sales Enablement teams by preparing client materials, assisting Portfolio Managers, and identifying new business opportunities.
Role type
Student, National Accounts & Sales Enablement
Builds
Client presentations, sales initiatives, CRM data accuracy, and industry analysis
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Database management, competitive intelligence gathering, advanced Excel, Microsoft Office proficiency
Preferred skills
Knowledge of financial industry and capital markets
Responsibilities
Prepare and present materials for external clients and internal partners; Assist sales partners with product and process questions; Collect and verify CRM data; Research dealer platforms to uncover business opportunities
Seniority
Student, part-time/term-based
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