An internship role involving analytical analysis, operations, marketing, client service, compliance, business development, and investment research, culminating in a final presentation to senior management.
- Contact Management System - CRM Clean-Up: Representative harvesting (CRD Information, Phone #, Email Address) and merging.
- Rep Assignments - Campaign & Tracking: Placing representatives into specific groups based on purchased purchased and events to track sales person progress on contacts and activities.
- Impact Wholesaling: Analyzing efficiencies and inefficiencies of wholesaling team engagement with financial advisors; finding trends between external and internal wholesalers.
- New Contact Management System (CRM) Impact: Testing CRM enhancements to check for bugs and errors.
- Channel Projects: Looking at competitive data, administration system assignments/clean-up, and updating spreadsheets.
- Bachelor's degree
- Nice to have: Entering senior year of bachelor's degree
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