Sales & Relationship Academy - Greenwood Project Scholar Program

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Undergo a comprehensive twelve-month program focusing on institutional sales and relationship management.

• Gain a thorough understanding of financial products and learn to articulate their benefits to institutional clients.

• Create and present engaging client presentations and pitches.

• Participate in constructive critiques from peers and industry experts to enhance skills.

• Engage in relationship-management simulations that include challenging scenarios with dissatisfied, evasive, or highly knowledgeable clients.

• Receive training on capital markets products, such as stocks, bonds, and various financial instruments.

• Develop skills in active listening, assessing client needs, and building strong relationships.

• Collaborate with an industry mentor for guidance and insight.

• Network with professionals from partner firms.

• Cultivate resilience and learn to handle rejection effectively.

• Utilize CRM and AI tools for client research, pitch development, drafting, and follow-up communications.

• Prepare for recruiting and interviews for junior-year internships.

• Greenwood provides training for scholars, advocates for their professional growth, and connects them with partner firms, which make the final hiring decisions.

⛳️ Requirements

• Must be currently enrolled as a freshman (Class of 2030) at an accredited four-year institution.

• A minimum GPA of 3.2 is required for standard consideration.

• Students with a GPA between 3.0 and 3.19 may apply but must include a personal essay.

• Students with a GPA below 3.0 are not eligible for this application cycle.

• High school transcript must be submitted with the application.

• First semester or first quarter college transcript to be submitted either with the application or upon posting of grades.

• Undeclared students are welcome to apply.

• A twelve-month commitment is required from the summer following the freshman year through the sophomore year.

• Expect to dedicate approximately 6 to 8 hours per week, with increased hours during pitch deadlines.

• Must be able to balance a full course load with program commitments.

• A keen interest in client-facing roles within the financial services sector is essential.

• Strong verbal and written communication skills are required.

• Ability to build relationships and feel comfortable engaging with unfamiliar individuals is important.

• Confidence during client interactions and when presenting to groups is necessary.

• Demonstrated active listening skills.

• Persuasive communication skills and the ability to negotiate early in the process.

• Attributes such as resilience, adaptability, quick thinking, grit, resourcefulness, intellectual curiosity, integrity, character, and a collaborative spirit are essential.

• Willingness to learn about markets, financial products, presentation development, CRM systems, financial analysis, client and market research, and AI tools is expected.

• Must be able to meet application deadlines, including the submission of transcripts, forms, and potential interview scheduling.

🏝️ Benefits

• Develop transferable communication skills relevant to pitching, presenting, and leading discussions.

• Gain in-depth knowledge of financial services products.

• Acquire AI skills through tools for client research, outreach, and follow-up communications.

• Benefit from personalized one-on-one coaching sessions.

• Work with an industry mentor for professional development.

• Access a network of professionals at partner firms.

• Build resilience through hands-on experiences dealing with rejection.

• Enjoy twelve months of structured training.

• Receive preparation, networking opportunities, and constructive feedback.

• Benefit from support during internship interviews.