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Most recent job postings at wallstreetprep
via Greenhouse
schedule_type: Contractor
OVERVIEW
Wall Street Prep (WSP) is a leading provider of financial and valuation modeling for investment banking, private equity, and corporate finance professionals as well as for students interested in pursuing finance careers. Founded in 2004 by investment bankers, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge... needed to succeed in the finance sector. WSP provides
OVERVIEW
Wall Street Prep (WSP) is a leading provider of financial and valuation modeling for investment banking, private equity, and corporate finance professionals as well as for students interested in pursuing finance careers. Founded in 2004 by investment bankers, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge... needed to succeed in the finance sector. WSP provides clients with this competitive hands-on edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs.
As a Equity Research Instructor, you will have the opportunity to teach, advise and inspire some of the brightest minds and future leaders in finance. In this role, you will serve as a lead facilitator for classroom training sessions, helping our clients develop the skills and insights they need to excel in their careers. You will also have the opportunity to develop your presentation and public speaking skills, to enhance your personal brand as a thought leader in the financial services space, and to expand your professional network.
The ideal candidate will have at least two years of experience at a bulge bracket investment bank and at least two years of equity research experience.
RESPONSIBILITIES
• Lead the teaching of virtual classrooms to our equity research and investment research clients
• Lead the teaching of virtual classrooms to our undergraduate business schools and MBA clients
• Other responsibilities include: editing existing training materials, developing new course content, one-on-one tutoring sessions with students, and completing WSP's "Train-the-Trainer Program", a professional development program for new instructors.
REQUIREMENTS
• Minimum of 2+ years of experience at a bulge bracket firm and 2+ additional years of experience in equity research.
• MBA from a top business school preferred but not required
• Passion for teaching finance/investment banking
• Very strong accounting, financial modeling and Excel skills
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is highly desirable
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Ability and willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: Very competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Gain a deeper understanding of corporate finance, modeling M&A and valuation
• Expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
Wall Street Prep (WSP) is a leading provider of financial and valuation modeling for investment banking, private equity, and corporate finance professionals as well as for students interested in pursuing finance careers. Founded in 2004 by investment bankers, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge... needed to succeed in the finance sector. WSP provides clients with this competitive hands-on edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs.
As a Equity Research Instructor, you will have the opportunity to teach, advise and inspire some of the brightest minds and future leaders in finance. In this role, you will serve as a lead facilitator for classroom training sessions, helping our clients develop the skills and insights they need to excel in their careers. You will also have the opportunity to develop your presentation and public speaking skills, to enhance your personal brand as a thought leader in the financial services space, and to expand your professional network.
The ideal candidate will have at least two years of experience at a bulge bracket investment bank and at least two years of equity research experience.
RESPONSIBILITIES
• Lead the teaching of virtual classrooms to our equity research and investment research clients
• Lead the teaching of virtual classrooms to our undergraduate business schools and MBA clients
• Other responsibilities include: editing existing training materials, developing new course content, one-on-one tutoring sessions with students, and completing WSP's "Train-the-Trainer Program", a professional development program for new instructors.
REQUIREMENTS
• Minimum of 2+ years of experience at a bulge bracket firm and 2+ additional years of experience in equity research.
• MBA from a top business school preferred but not required
• Passion for teaching finance/investment banking
• Very strong accounting, financial modeling and Excel skills
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is highly desirable
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Ability and willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: Very competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Gain a deeper understanding of corporate finance, modeling M&A and valuation
• Expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
via Greenhouse
schedule_type: Contractor
OVERVIEW
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our Client List includes top investment banks, private equity... firms, investment funds and top business schools.
The
OVERVIEW
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our Client List includes top investment banks, private equity... firms, investment funds and top business schools.
The Capital Markets Instructor will serve as a lead facilitator for capital markets live classroom training sessions. You will work with our students to develop the skills and insights that they will need to excel in their capital markets careers. You will also have an opportunity to develop your presentation and public speaking skills, enhance your personal brand as a thought leader in the financial services space and to continue to expand your professional network.
RESPONSIBILITIES
• Serve as lead facilitator of capital markets classroom training sessions at undergraduate business and MBA programs, investment banks, and other corporate institutions
• Complete the WSP Train-the-Trainer Program, a professional development program for new instructors, which must be completed within 4 weeks of the start date and before the delivery of classroom training
CORE VALUES
• TEAMWORK – As an instructor, you will work with a diverse set of individuals and you must have the ability to empathize and collaborate with individuals from a range of background and experiences. Success is much bigger than any single individual or company. By aligning our individual goals behind a shared purpose we can achieve our fullest potential, together.
• INTEGRITY – We value team members that strive to do what is right as much of our work is dependent on trust and respect.
• ACCOUNTABILITY – We value the ability of our team and organization to honor our commitment to clients and to other team members.
• BE HUMBLE – Value openness and curiosity to learn from team members and all that we serve. Be open to personal change and continuous improvement. Lead with appreciation, humility, compassion and openness to learn from anyone anywhere.
• TRANSPARENCY – At WSP, we pride ourselves on being transparent about our work and methods. Every team member should embody honest and open communication.
REQUIREMENTS
• At least four years of progressive experience within a sales and trading group at a top-tier bank or hedge fund
• Ideal product experience: Equity derivatives, fixed income (rates, credit) or FX
• Passion for teaching and in-depth knowledge of capital markets, sales and trading, equity research
• Teaching experience is highly desirable, but not required
• Desire to teach and share your knowledge with motivated and talented students
• Availability to classroom training Monday-Friday and weekends as needed
• Ability to commit to conducting a minimum of 15 days of classroom training per year
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is a must
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Willingness to travel domestically and internationally
WHAT WE OFFER
• A fun, lively, startup culture
• Core values-based leadership
• Competitive compensation
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Excellent opportunities to continue to expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our Client List includes top investment banks, private equity... firms, investment funds and top business schools.
The Capital Markets Instructor will serve as a lead facilitator for capital markets live classroom training sessions. You will work with our students to develop the skills and insights that they will need to excel in their capital markets careers. You will also have an opportunity to develop your presentation and public speaking skills, enhance your personal brand as a thought leader in the financial services space and to continue to expand your professional network.
RESPONSIBILITIES
• Serve as lead facilitator of capital markets classroom training sessions at undergraduate business and MBA programs, investment banks, and other corporate institutions
• Complete the WSP Train-the-Trainer Program, a professional development program for new instructors, which must be completed within 4 weeks of the start date and before the delivery of classroom training
CORE VALUES
• TEAMWORK – As an instructor, you will work with a diverse set of individuals and you must have the ability to empathize and collaborate with individuals from a range of background and experiences. Success is much bigger than any single individual or company. By aligning our individual goals behind a shared purpose we can achieve our fullest potential, together.
• INTEGRITY – We value team members that strive to do what is right as much of our work is dependent on trust and respect.
• ACCOUNTABILITY – We value the ability of our team and organization to honor our commitment to clients and to other team members.
• BE HUMBLE – Value openness and curiosity to learn from team members and all that we serve. Be open to personal change and continuous improvement. Lead with appreciation, humility, compassion and openness to learn from anyone anywhere.
• TRANSPARENCY – At WSP, we pride ourselves on being transparent about our work and methods. Every team member should embody honest and open communication.
REQUIREMENTS
• At least four years of progressive experience within a sales and trading group at a top-tier bank or hedge fund
• Ideal product experience: Equity derivatives, fixed income (rates, credit) or FX
• Passion for teaching and in-depth knowledge of capital markets, sales and trading, equity research
• Teaching experience is highly desirable, but not required
• Desire to teach and share your knowledge with motivated and talented students
• Availability to classroom training Monday-Friday and weekends as needed
• Ability to commit to conducting a minimum of 15 days of classroom training per year
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is a must
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Willingness to travel domestically and internationally
WHAT WE OFFER
• A fun, lively, startup culture
• Core values-based leadership
• Competitive compensation
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Excellent opportunities to continue to expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
via Greenhouse
schedule_type: Contractor
OVERVIEW
Wall Street Prep (WSP) is the leading provider of professional skills training to the financial services industry. We seek to bridge the gap between academia and the real world by providing clients, finance professionals and students with practical skills and knowledge needed for a successful career in finance. Our clients include the world's top investment banks, private equity and... investment management firms, Fortune 500 companies and
OVERVIEW
Wall Street Prep (WSP) is the leading provider of professional skills training to the financial services industry. We seek to bridge the gap between academia and the real world by providing clients, finance professionals and students with practical skills and knowledge needed for a successful career in finance. Our clients include the world's top investment banks, private equity and... investment management firms, Fortune 500 companies and top undergraduate business and MBA programs. Our training content is designed by master instructors with deep industry expertise and is taught in instructor-led training sessions and on our industry-leading online learning platform.
As an Investment Banking Instructor, you will have the opportunity to teach, advise and inspire some of the brightest minds and future leaders in finance. In this role, you will serve as a lead facilitator for classroom training sessions and help students develop the skills and insights they need to excel in their careers. You will also have the opportunity to develop your presentation and public speaking skills, to enhance your personal brand as a thought leader in the financial services space, and to expand your professional network across the financial services industry.
The ideal candidate will have at least three years of experience at a bulge bracket investment bank and/or private equity firm as well as a deep passion for sharing his/her knowledge and experience with students and other finance professionals.
RESPONSIBILITIES
• Lead the teaching of virtual/live classrooms to our investment bank and corporate clients
• Lead the teaching of virtual/live classrooms to our undergraduate business schools and MBA clients
• Other responsibilities include: editing existing training materials, developing new course content, one-on-one tutoring sessions with students, and completing WSP's "Train-the-Trainer Program", a professional development program for new instructors.
WHAT WE ARE LOOKING FOR
• Minimum of 5+ years of investment banking experience at a bulge bracket investment bank
• MBA from a top business school preferred but not required
• Passion for teaching finance/investment banking
• Very strong accounting, financial modeling and Excel skills
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is highly desirable
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Ability and willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: Very competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Gain a deeper understanding of corporate finance, modeling M&A and valuation
• Expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
Wall Street Prep (WSP) is the leading provider of professional skills training to the financial services industry. We seek to bridge the gap between academia and the real world by providing clients, finance professionals and students with practical skills and knowledge needed for a successful career in finance. Our clients include the world's top investment banks, private equity and... investment management firms, Fortune 500 companies and top undergraduate business and MBA programs. Our training content is designed by master instructors with deep industry expertise and is taught in instructor-led training sessions and on our industry-leading online learning platform.
As an Investment Banking Instructor, you will have the opportunity to teach, advise and inspire some of the brightest minds and future leaders in finance. In this role, you will serve as a lead facilitator for classroom training sessions and help students develop the skills and insights they need to excel in their careers. You will also have the opportunity to develop your presentation and public speaking skills, to enhance your personal brand as a thought leader in the financial services space, and to expand your professional network across the financial services industry.
The ideal candidate will have at least three years of experience at a bulge bracket investment bank and/or private equity firm as well as a deep passion for sharing his/her knowledge and experience with students and other finance professionals.
RESPONSIBILITIES
• Lead the teaching of virtual/live classrooms to our investment bank and corporate clients
• Lead the teaching of virtual/live classrooms to our undergraduate business schools and MBA clients
• Other responsibilities include: editing existing training materials, developing new course content, one-on-one tutoring sessions with students, and completing WSP's "Train-the-Trainer Program", a professional development program for new instructors.
WHAT WE ARE LOOKING FOR
• Minimum of 5+ years of investment banking experience at a bulge bracket investment bank
• MBA from a top business school preferred but not required
• Passion for teaching finance/investment banking
• Very strong accounting, financial modeling and Excel skills
• Availability to conduct classroom training Monday through Friday and weekends as needed
• Summer Months: Monday - Friday availability is highly desirable
• Fall & Spring Semesters: Weekday and weekend availability is highly desirable
• Ability and willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: Very competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Gain a deeper understanding of corporate finance, modeling M&A and valuation
• Expand your professional finance network
• Develop excellent presentation and public speaking skills
• Join an energetic entrepreneurial-minded team
Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves Show more details...
via Wellfound
posted_at: 27 days agoschedule_type: Full-timesalary: 60K–80K a year
We're seeking an energetic, personable sales development representative (SDR) to support our sales effort into investment banks, other financial institutions, and Fortune 1000 companies.
Your primary task will be to qualify potential opportunities for Wall Street Prep’s account executives. Specific responsibilities include...
Maintaining a regular, predictable pipeline by building a weekly list of new leads using Linkedin, Zoominfo, web research
Prospecting
We're seeking an energetic, personable sales development representative (SDR) to support our sales effort into investment banks, other financial institutions, and Fortune 1000 companies.
Your primary task will be to qualify potential opportunities for Wall Street Prep’s account executives. Specific responsibilities include...
Maintaining a regular, predictable pipeline by building a weekly list of new leads using Linkedin, Zoominfo, web research
Prospecting to that list through a combination of prospecting, cold-calling, and e-mail marketing
Qualifying leads by understanding their needs and educating them on Wall Street Prep’s value proposition
Working closely with account executive to hand off leads that have been qualified
If you are eager to learn, are positive, persistent and professional at all times, have a passion for financial services, and thrive in a self-directed, meritocratic, and results-oriented environment, we want to hear from you.
Candidate Requirements:
• 1-3 years of prior outbound sales experience
• Demonstrable record of exceeding sales targets
• BA from top university or college
• Ability to communicate effectively in person, through email and phone
• Abundant energy and curiosity for sales and customer psychology
• Interest in financial news and investment banking in particular
• ‘Hunter’ mentality in seeking out and qualifying prospects
• Proficiency with Microsoft Office and internet tools and research
• Proficiency with social media (LinkedIn, Twitter, Facebook, Google+)
Compensation / Benefits:
Highly competitive, above-market base salary and commission structure
Health, dental, and 401k
Great Brookline (Coolidge Corner) location
To Apply
Please submit your resume as a .doc or .pdf attachment to hr@wallstreetprep.com
Submission requirements
A resume (include GPA)
Writing sample - must be at least 500 words and can be anything that you have written in the past including a school paper, article, blog post, etc.
Wall Street Prep focuses on Financial Services, Education, Finance, and Banking. Their company has offices in Boston and Brookline. They have a small team that's between 11-50 employees.
You can view their website at http://www.wallstreetprep.com or find them on Twitter Show more details...
Your primary task will be to qualify potential opportunities for Wall Street Prep’s account executives. Specific responsibilities include...
Maintaining a regular, predictable pipeline by building a weekly list of new leads using Linkedin, Zoominfo, web research
Prospecting to that list through a combination of prospecting, cold-calling, and e-mail marketing
Qualifying leads by understanding their needs and educating them on Wall Street Prep’s value proposition
Working closely with account executive to hand off leads that have been qualified
If you are eager to learn, are positive, persistent and professional at all times, have a passion for financial services, and thrive in a self-directed, meritocratic, and results-oriented environment, we want to hear from you.
Candidate Requirements:
• 1-3 years of prior outbound sales experience
• Demonstrable record of exceeding sales targets
• BA from top university or college
• Ability to communicate effectively in person, through email and phone
• Abundant energy and curiosity for sales and customer psychology
• Interest in financial news and investment banking in particular
• ‘Hunter’ mentality in seeking out and qualifying prospects
• Proficiency with Microsoft Office and internet tools and research
• Proficiency with social media (LinkedIn, Twitter, Facebook, Google+)
Compensation / Benefits:
Highly competitive, above-market base salary and commission structure
Health, dental, and 401k
Great Brookline (Coolidge Corner) location
To Apply
Please submit your resume as a .doc or .pdf attachment to hr@wallstreetprep.com
Submission requirements
A resume (include GPA)
Writing sample - must be at least 500 words and can be anything that you have written in the past including a school paper, article, blog post, etc.
Wall Street Prep focuses on Financial Services, Education, Finance, and Banking. Their company has offices in Boston and Brookline. They have a small team that's between 11-50 employees.
You can view their website at http://www.wallstreetprep.com or find them on Twitter Show more details...
via Chegg Internships
schedule_type: Full-time
Job Title
Client Support Specialist...
Job Location
Newton, MA
Job Overview
Wall Street Prep is growing and we are looking for a dynamic Client Support Specialist to join our team. The Client Support Specialist will serve as a key member on the enrollment team by providing top notch customer support to finance professionals who are considering enrolling in our online learning programs to enhance their careers.
Compensation
• Salary: $70,000
Job Title
Client Support Specialist...
Job Location
Newton, MA
Job Overview
Wall Street Prep is growing and we are looking for a dynamic Client Support Specialist to join our team. The Client Support Specialist will serve as a key member on the enrollment team by providing top notch customer support to finance professionals who are considering enrolling in our online learning programs to enhance their careers.
Compensation
• Salary: $70,000 a year
Responsibilities
• Manage support desk inquiries from current and prospective clients through email, phone, and ticketing system.
• Handle all payment issues, inquiries, and refund requests.
• Troubleshoot/fix login and other tech-related issues.
• Forward inquiries to correct person/team when necessary.
• Advise prospective clients on programs in accordance with their qualifications and objectives.
• Make prompt and effective contacts to ensure consistent service levels.
• Understand and communicate WSP policies so they are easily understandable to current and prospective clients.
• Own 1:1 Coaching Product.
• Manage 1:1 Coaching inquiries and track them in the Private Tutoring/Coaching Tracker.
• Be available for 15 minute consultation appointments with prospective clients.
• Respond to any follow-up inquiries after the client and instructor have begun their tutoring.
• Maintain cross-functional communication with other departments to ensure clients and prospects inquiries are responded to in a timely manner.
• Manage Yotpo review system, approving or denying client program reviews.
Requirements
• Bachelor's degree from an accredited college or university.
• 2 - 3 years of proven customer service, enrollment, sales or related experience required.
• Prior experience communicating and engaging with finance professionals preferred.
• Experience working with online learning programs preferred.
• Must have strong attention to detail and organizational skills.
• Ability to think and plan ahead without prompting.
• Superb ability to communicate effectively (verbally and in writing) with both internal team members as well as prospective applicants to Wall Street Prep's certificate programs.
• Excellent listening and presentation skills and ability to effectively engage and support executives and finance professionals exploring Wall Street Prep's career certificates.
• Ability to prioritize tasks in a dynamic and ever-changing environment.
• A collaborative team player who is excited to have a dynamic role in a growing company.
• Located in Massachusetts or the tri-state area (MA, NH, RI, CT, NY, NJ, PA, VT, ME) preferred.
We're excited for you to apply Show more details...
Client Support Specialist...
Job Location
Newton, MA
Job Overview
Wall Street Prep is growing and we are looking for a dynamic Client Support Specialist to join our team. The Client Support Specialist will serve as a key member on the enrollment team by providing top notch customer support to finance professionals who are considering enrolling in our online learning programs to enhance their careers.
Compensation
• Salary: $70,000 a year
Responsibilities
• Manage support desk inquiries from current and prospective clients through email, phone, and ticketing system.
• Handle all payment issues, inquiries, and refund requests.
• Troubleshoot/fix login and other tech-related issues.
• Forward inquiries to correct person/team when necessary.
• Advise prospective clients on programs in accordance with their qualifications and objectives.
• Make prompt and effective contacts to ensure consistent service levels.
• Understand and communicate WSP policies so they are easily understandable to current and prospective clients.
• Own 1:1 Coaching Product.
• Manage 1:1 Coaching inquiries and track them in the Private Tutoring/Coaching Tracker.
• Be available for 15 minute consultation appointments with prospective clients.
• Respond to any follow-up inquiries after the client and instructor have begun their tutoring.
• Maintain cross-functional communication with other departments to ensure clients and prospects inquiries are responded to in a timely manner.
• Manage Yotpo review system, approving or denying client program reviews.
Requirements
• Bachelor's degree from an accredited college or university.
• 2 - 3 years of proven customer service, enrollment, sales or related experience required.
• Prior experience communicating and engaging with finance professionals preferred.
• Experience working with online learning programs preferred.
• Must have strong attention to detail and organizational skills.
• Ability to think and plan ahead without prompting.
• Superb ability to communicate effectively (verbally and in writing) with both internal team members as well as prospective applicants to Wall Street Prep's certificate programs.
• Excellent listening and presentation skills and ability to effectively engage and support executives and finance professionals exploring Wall Street Prep's career certificates.
• Ability to prioritize tasks in a dynamic and ever-changing environment.
• A collaborative team player who is excited to have a dynamic role in a growing company.
• Located in Massachusetts or the tri-state area (MA, NH, RI, CT, NY, NJ, PA, VT, ME) preferred.
We're excited for you to apply Show more details...
via Global Career
schedule_type: Contractor
OVERVIEW
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our client list includes top investment banks, private equity... firms, investment funds and top business schools.
The
OVERVIEW
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our client list includes top investment banks, private equity... firms, investment funds and top business schools.
The Financial Planning & Analysis Instructor will serve as a lead facilitator for FP&A live classroom training sessions. You will work with a variety of client groups to develop their skills and insights that they will need to excel in their finance careers. You will also have an opportunity to develop your presentation and public speaking skills, enhance your personal brand as a thought leader in the finance space and to continue to expand your professional network across the financial services industry as well as more broadly within Corporate America.
• Serve as lead facilitator of FP&A classroom training sessions at undergraduate business and MBA programs, investment banks, and other corporate institutions
• Complete the WSP Train-the-Trainer Program, a professional development program for new instructors, which must be completed within 4-6 weeks of the start date and before the delivery of classroom training
REQUIREMENTS
• Minimum of three to five years of experience working within FP&A at a financial services firm or Fortune 500 company
• Passion for teaching and in-depth knowledge of finance and FP&A, with an emphasis on budgeting and forecast modeling
• 2-3 years of Big 4 public accounting experience preferred
• Strong Excel skills
• Experience with data visualization software such as Adaptive Insights, Host Analytics, Anaplan, Microsoft Power BI, Tableau
• Desire to teach and share your finance knowledge with motivated and talented students
• MBA from a top business school preferred but not required
• Availability to classroom training Monday-Friday and weekends as needed
• Ability to commit to conducting a minimum of 30 days of classroom training per year
• Willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Flexible schedule
• Opportunity to brand yourself as a thought leader in the finance industry
• Expand your professional network
• Join and energetic and entrepreneurial-minded team Show more details...
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our client list includes top investment banks, private equity... firms, investment funds and top business schools.
The Financial Planning & Analysis Instructor will serve as a lead facilitator for FP&A live classroom training sessions. You will work with a variety of client groups to develop their skills and insights that they will need to excel in their finance careers. You will also have an opportunity to develop your presentation and public speaking skills, enhance your personal brand as a thought leader in the finance space and to continue to expand your professional network across the financial services industry as well as more broadly within Corporate America.
• Serve as lead facilitator of FP&A classroom training sessions at undergraduate business and MBA programs, investment banks, and other corporate institutions
• Complete the WSP Train-the-Trainer Program, a professional development program for new instructors, which must be completed within 4-6 weeks of the start date and before the delivery of classroom training
REQUIREMENTS
• Minimum of three to five years of experience working within FP&A at a financial services firm or Fortune 500 company
• Passion for teaching and in-depth knowledge of finance and FP&A, with an emphasis on budgeting and forecast modeling
• 2-3 years of Big 4 public accounting experience preferred
• Strong Excel skills
• Experience with data visualization software such as Adaptive Insights, Host Analytics, Anaplan, Microsoft Power BI, Tableau
• Desire to teach and share your finance knowledge with motivated and talented students
• MBA from a top business school preferred but not required
• Availability to classroom training Monday-Friday and weekends as needed
• Ability to commit to conducting a minimum of 30 days of classroom training per year
• Willingness to travel domestically and internationally
COMPENSATION & BENEFITS
• Compensation: competitive daily rate
• WSP covers all travel and accommodation expenses
• Paid professional development via the WSP Train-the-Trainer Program
• Flexible schedule
• Opportunity to brand yourself as a thought leader in the finance industry
• Expand your professional network
• Join and energetic and entrepreneurial-minded team Show more details...
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