Shelton Academy – Financial Services Training Program

The Shelton Academy Financial Services Training Program is a full time, paid, 18-month program that will provide dynamic, challenging and rewarding tools to help build a fulfilling career in Finance.  Our program is broken into four segments where you and your peers will study to obtain FINRA licenses and given a one-on-one opportunity to rotate through our Client Service, Mutual Fund Operations, and Sales & Digital Marketing departments.

Who We Are:

At Shelton Capital Management, we combine the best traits of a large institutional firm—experience, sophistication, and a range of investment solutions—with the client–centric focus of an independent investment boutique.  Our team of seasoned investment experts and dedicated client service professionals are focused on meeting the needs of all who put their trust in us, including financial advisors, individual investors, and participants in company-sponsored retirement plans.  We are honored to be recognized as one of the “Best Places to Work in Money Management” by Pensions & Investments for both 2020 and 2021.

What Our Training Program Offers:

• The resources and training to obtain FINRA Series 7 & 63 licenses with peers
• Authentic client service training
• Sales and Digital marketing strategies
• Fund administration and operations

Department Specifics:

Client Service:

• Build collaborative relationships through inbound and outbound calls with our clientele
• Interact daily with mutual fund shareholders, 401(k) plan participants and Registered Investment Advisors
• Review correspondence for accuracy, assuring all documentation is complete
• Manage client transactions in a timely and accurate manner
• Facilitate timely resolution of client service issues
• Ensure high-level of client service and satisfaction standards are met

Fund Administration & Operations:

• Support in the preparation of financial statements, footnote disclosures, schedules of investments, portfolio summary reports and board reporting materials
• Coordinate with all service providers to ensure accuracy and continuity in mutual fund operations
• Perform detailed trial balance reconciliations, including reconciling asset positions to custodian records and creating supporting documentation
• Ensure integrity of transactions across all entities
• Establish and maintain good working relationships with third-party providers
• Respond to various ad-hoc requests and projects from CEO, portfolio management and others

Sales & Digital Marketing:

• Build strong relationships with current advisors and advisory firms for which we do business – wealth managers, advisors to 401k Plans, due diligence personnel by consistently delivering service and offering other forms of marketing support
• Deliver value added support documentation, research, data, and due diligence material to prospects throughout the sales cycle
• Help ensure accurate content management across website, email and social, meeting deadlines while improving and maintaining a consistent brand image
• Plan, develop, execute, and measure email campaigns including general branded, targeted, and automated campaigns through Pardot
• Manage integration with all data sources coming into our CRM Salesforce platform and maintain data integrity
• Provide reporting on our paid search and display advertising campaigns
• Assist with the creation of accurate, compelling and client-focused Product Fact Sheets and Quarterly Market Commentaries which includes interfacing with key internal stakeholders

The Skills You Bring:

• Self-starter with ability to prioritize and work in a fast-paced sales environment
• Clear and efficient communicator; both verbal and written skills
• Diligent and highly organized with strong attention to detail
• Ability to multitask and prioritize assignments
• Passion for data integrity, always finding ways to improve data quality and insights
• Excellent interpersonal, decision-making and analytical abilities
• Ability to take ownership, work independently and in a team environment
• Exemplifies highest level of professionalism and ethical standards
• Passion to deliver on our commitment to authentic client service
• Motivation to succeed and grow with our organization

Who should apply:

Ideal applicants should have a strong interest in the financial services industry, ambitious career goals, discipline, a strong work ethic and the willingness to learn. The best candidate will be interested in developing a broad set of skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands.

The Shelton Academy Financial Services Training Program is offered in our Denver office and is considered a full time, paid position. The program offers an annual base salary, bonus potential, healthcare, paid time off and a matching 401(k) plan.