Intern, Private Wealth Internal Sales - Phoenix, AZ
1 month ago

Candidates will work with the Private Wealth internal sales team on daily activities and projects geared towards solving real business challenges while getting exposure to other departments including Management, Operations, Portfolio Oversite Marketing and IT.
+Responsibilities
- Assist Private Wealth sales team in daily activities such as territory management and appointment scheduling support to increase wholesaler productivity.
- Attend and participate in meetings with sales fund operations portfolio oversite to develop business acumen – both industry product related.
Job description
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