7 дней назад
Internal Sales Co-op Spring 2027 (January - June)
21 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Sales Co-op Spring 2027 (January - June) (Financial Services/Sales): Supporting inbound sales and product distribution activities for an asset management firm with an accent on advisor data, marketing materials, market statistics, and sales reporting. Focus on maintaining Salesforce records, coordinating meetings and materials, completing compliance checks, and developing an understanding of mutual funds and financial services.
Location: Boston, United States; hybrid work environment
Hourly pay rate: $21.00–$25.00 per hour
Company
is a global investment management firm focused on long-term value creation, mutual funds, and responsible investment opportunities.
What you will do
- Maintain Salesforce-based C360 activity for the Inside Sales team, including advisor records and scheduled activities.
- Coordinate product materials, customized seminar invitations, postcards, books, and marketing literature.
- Provide daily market statistics and run weekly activity reports for the Inside Sales and Field Force teams.
- Prepare financial illustrations and bind materials for advisors and wholesaler meetings.
- Perform FINRA broker checks for compliance verification.
- Schedule meetings, reserve conference rooms, and organize video conferencing.
Requirements
- Currently enrolled in an undergraduate co-op program through a college or university.
- Availability for a six-month commitment from January 13 through June 25, 2027, Monday through Friday, for 35–40 hours per week.
- Strong attention to detail, organizational skills, and written and verbal communication.
- Ability to manage multiple tasks and projects effectively.
- Working knowledge of Microsoft Word and Excel.
- Familiarity with Salesforce and Tableau.
Culture & Benefits
- Structured co-op experience integrated with academic studies.
- New hire orientation, senior leadership speaker series, social and networking events, and presentation challenges.
- Exposure to investing, the mutual fund industry, employee engagement, and sales at an asset manager.
- Collaborative, fast-paced, and learning-focused work environment.
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