Markets and Distribution Career Coach (Part-Time)

Key Responsibilities

• Support and coach a cohort of Greenwood Project scholars through hybrid, virtual, and in-person programming with the goal of scholars securing and successfully completing a junior year distribution and wholesaling summer internship.
• Provide structured one-on-one coaching focused on professional readiness, interview preparation, internship performance, and long-term career development.
• Facilitate small group and large group professional development sessions designed to prepare students for the rigor, expectations, and day-to-day demands of finance internships and long-term careers in the industry.
• Evaluate and track scholar progress using internal rubrics, learning pathways, and roadmaps.
• Collect, manage, and analyze data related to student performance, engagement, and outcomes, and regularly summarize and report findings to internal teams and relevant stakeholders.
• Develop and maintain systems for student support that reflect best practices in coaching, cohort management, and talent development.
• Research best practices across education, workforce development, and financial services organizations and apply insights to improve coaching methods, systems, and scholar experience.
• Build and maintain strong relationships with scholars to support retention, engagement, and success throughout their participation in the Greenwood Project.
• Develop and oversee feedback systems with finance partners to monitor scholar performance during internships and address development needs in real time.
• Support the strategic growth of the program by contributing to scalable systems, structures, and processes that enhance student development and finance internship outcomes.
• Perform additional duties as assigned in support of program goals.
  
  

Education and Experience

• Completed bachelor’s degree or equivalent required.
• Minimum of two years of professional experience within the financial services industry required, specifically in distribution, wholesaling, sales, or relationship management.
• Demonstrated ability to work effectively with individuals from diverse backgrounds and to think critically about the relationship between identity, access, and job performance.
• Experience designing feedback loops, performance reviews, or development protocols focused on improving workplace outcomes.
• Proven ability to work cross-functionally and collaborate with multiple stakeholders to align programs, systems, or services.
• Strong analytical and problem-solving skills with the ability to use data to inform decisions and measure impact.
• Excellent written and verbal communication skills, including the ability to present information clearly to different audiences.
• Ability to work independently and collaboratively in a dynamic, fast-paced environment.

• Master’s degree in a relevant subject area.
• Experience designing systems to track and monitor performance data.
• Strong Excel and AI skills.

About Working at Greenwood Project

• Cultural Competency: All team members strive to build a working knowledge of the historical, social, and economic history of this country with a particular value for diverse identities, ideas, and experiences. As team members, we consistently work to acquire and apply cultural knowledge and adapt to the cultural context of various communities. We are reflective and often think about the impact of our actions, words, and thoughts on various components of their and others’ intersectional lines of identity. We strive to self-monitor our various layers of privilege and push the organization to be the strongest collection of voices possible. 
  
  
• Influence and Impact: We value learning about the working styles and preferences of others and strive to adapt our approach to maximize the success of everyone on the team. 
  
  
• Strategic Thinking: We critically analyze inputs and think through the long-term outputs of the organization, working to create systems and structures that are scalable and sustainable. 
  
  
• Self-Direction: Our team members operate with both initiative and follow-through to ensure that we can operate in ways that build trust in each other.
  
  
• Balance: We value in-person collaboration and independent, flexible work. For our Chicago-based employees, we have a hybrid schedule, with most associates finding a balance between office and home. 
  
  
• Growth: We want your career to be satisfying for the long term. If you want to try a new project or attend a meeting with another group, we welcome it. We want you to learn, stretch and grow as much as you want.