About this role
Part-time Markets and Distribution Career Coach to support Greenwood Project scholars pursuing distribution and wholesaling careers. The role blends coaching with program design to prepare scholars for internships and full-time opportunities, using learning pathways and rubrics to track progress in a remote, nonprofit setting.
Key Responsibilities
- Support and coach a cohort of scholars through hybrid, virtual, and in-person programming with goal of securing internships
- Provide structured one-on-one coaching focused on professional readiness and interview preparation
- Facilitate professional development sessions and group workshops
- Evaluate scholar progress using internal rubrics and roadmaps
- Develop and maintain feedback systems with finance partners to monitor internship performance
Technical Overview
Focus on coaching, curriculum development, and evaluation tools; uses rubrics and roadmaps; interacts with finance partners; remote and hybrid modalities are used to deliver sessions.
Ideal Candidate
The ideal candidate is a mid-level education professional with at least two years of experience in finance-focused program coaching, who can design learning pathways and drive internship readiness for scholars. They should excel at coaching, cross-functional collaboration, and building scalable training programs in a nonprofit education setting.
Must-Have Skills
Completed bachelor’s degree or equivalent required.Minimum of two years of professional experience within the financial services industry requiredspecifically in distribution and wholesaling.Demonstrated ability to work effectively with individuals from diverse backgrounds and to think critically about the relationship between identityaccessand job performance.Experience designing feedback loopsperformance reviewsor development protocols focused on improving workplace outcomes.Proven ability to work cross-functionally and collaborate with multiple stakeholders to align programssystemsor services.Strong analytical and problem-solving skills with the ability to use data to inform decisions and measure impact.Excellent written and verbal communication skillsincluding the ability to present information clearly to different audiences.Ability to work independently and collaboratively in a dynamicfast-paced environment.
Nice-to-Have Skills
Master’s degree in a relevant subject area.Experience designing systems to track and monitor performance data.Strong Excel and AI skills.
Tools & Platforms
Microsoft Excel
Required Skills
Bachelor’s degreetwo years of professional experience in financial services distribution/wholesalingcoachingprogram designlearning pathwaysrubricsdata analysisstakeholder managementinterview preparationprofessional developmentcross-functional collaborationstrong written and verbal communicationable to work independently and in a fast-paced environmentremote workpart-time
Soft Skills
communicationinterpersonal skillsleadershipteamworkanalytical thinkingproblem-solvingtime managementadaptability
Certifications
Preferred
Master’s degree in a relevant subject area
Keywords for Your Resume
Distribution and Wholesaling Career CoachMarkets and Distribution Career Coachcareer coachfinancial servicesdistribution and wholesalinginternshipscholarsprofessional developmentone-on-one coachingrubricslearning pathwayscurriculumevaluation toolsdata analysisstakeholdersremotepart-timeBachelor’s degreetwo years of professional experience within the financial services industry requiredspecifically in distribution and wholesaling.coaching
Deal Breakers
Bachelor’s degree not met, Less than two years of professional experience in financial services distribution/wholesaling, Not willing to work part-time remote
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