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.

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 the past five consecutive years.

• 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

• 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

• 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
• 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

• 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…