Greenwood Project

Sales Academy - Project Scholar Program

Greenwood Project

internship

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Location Type: Remote

Location: United States

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About the role

  • Complete assigned client presentations, pitch development, and relationship management simulations to demonstrate proficiency in sales concepts within program deadlines
  • Engage in guided training sessions covering capital markets products, client communication strategies, market dynamics, and sales techniques
  • Participate in networking events, mentorship programs, and professional development opportunities to expand your network within institutional sales and relationship management
  • Embrace a culture of relationship excellence, market awareness, and continuous learning, positioning yourself as a future leader in financial services sales

Requirements

  • - Currently enrolled as a **freshman (Class of 2029)** at an accredited four-year institution
  • - Minimum **3.0 GPA** required
  • - **Unofficial transcripts from first semester of college AND high school transcripts must be provided at application**
  • - Commitment to excellence, integrity, character, and collaboration.
  • **Technical Skills (or strong willingness to develop)**
  • - Market awareness and ability to discuss financial products
  • - Understanding of capital markets and financial instruments
  • - Presentation development and delivery (PowerPoint, storytelling)
  • - CRM systems and relationship tracking
  • - Basic financial analysis to support client conversations
  • - Research skills to understand client needs and market trends
  • **Soft Skills & Characteristics****Greenwood Project selects students who display **Grit, Resourcefulness, and Intellectual Curiosity**, along with:
  • - Exceptional verbal and written communication skills
  • - Natural relationship-building abilities and interpersonal savvy
  • - Confidence in client-facing situations and public speaking
  • - Active listening and the ability to understand client needs
  • - Persuasive communication and negotiation capabilities
  • - Resilience and positive attitude in the face of rejection
  • - Adaptability and quick thinking in dynamic conversations
Benefits
  • - **Career Advancement:** Gain a competitive edge in the institutional sales and client services job market and establish yourself as a top candidate for full-time positions within leading financial institutions' wealth management and relationship management teams.
  • - **Professional Presence:** Develop the communication skills, market knowledge, and executive presence that top sales professionals leverage daily.
  • - **Collaborative Environment:** Work alongside talented peers who share your passion for markets and client service, collaborating to drive meaningful change in the industry.
  • - **Self-Investment:** Take control of your career trajectory and invest in your future success with the support and guidance of Greenwood Project.
  • - **Growth Opportunities:** Access mentorship through one-on-one coaching, networking with sales professionals and relationship managers, and professional development resources to accelerate your growth and unlock new opportunities in financial services sales.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
market awarenessfinancial productscapital marketsfinancial instrumentspresentation developmentPowerPointCRM systemsfinancial analysisresearch skills
Soft skills
gritresourcefulnessintellectual curiosityverbal communicationwritten communicationrelationship-buildingpublic speakingactive listeningpersuasive communicationnegotiation