Enrollment Advisor Lead

Wall Street Prep (WSP) is growing, and we’re looking for a talented Enrollment Advisor Lead to join our dynamic team. In this key role, you will support finance professionals exploring WSP’s online certificate programs to advance their careers. As the primary liaison for our university partnerships, you will manage relationships, oversee program initiatives, and take ownership of events such as closing ceremonies and swag distribution. Additionally, you will advise and guide prospective candidates on the benefits of our professional certificate programs while providing ongoing support to participants throughout their journey, ensuring a seamless and enriching experience.

Key Responsibilities

• Respond to inquiries from current and prospective students via email, phone, and 1:1 virtual Zoom consultations.
• Develop and manage relationships with university partners to enhance program engagement and collaboration.
• Plan and execute in-person events, including closing ceremonies and swag distribution, to enrich the student experience.
• Meet or exceed enrollment and cohort health metrics, ensuring program success and growth.
• Build trust and credibility with learners by delivering a best-in-class customer service experience.
• Advise prospective students on program options, aligning recommendations with their qualifications and career goals.
• Conduct timely and effective outreach to ensure enrollment and service level objectives are met.
• Maintain ongoing communication with enrolled students to support their engagement and success.
• Clearly articulate and explain university and WSP policies to both prospective and current students.
• Collaborate with cross-functional teams to ensure timely responses to student and prospect inquiries.
• Be available for 30-minute consultation appointments with prospective and current students.
• Host weekly information sessions about certificate programs alongside program directors.
• Demonstrate a proactive, metrics-driven approach to outreach and enrollment efforts.

Requirements

• Bachelor’s degree from an accredited college or university
• 5+ years of proven customer service, enrollment, sales or related experience required
• Prior experience communicating and engaging with finance professionals preferred
• Experience working with certification programs preferred
• Must have strong attention to detail and organizational skills
• Ability to think and plan ahead without prompting
• Superb ability to communicate effectively (verbally and in writing) with both internal team members as well as prospective applicants to Wall Street Prep’s certificate programs
• Excellent listening and presentation skills and ability to effectively engage and support executives and finance professionals exploring Wall Street Prep’s career certificates.
• Ability to prioritize tasks in a dynamic and ever-changing environment
• A collaborative team player who is excited to have a dynamic role in a growing company

CORE COMPETENCIES

• TEAMWORK – As an Enrollment Advisor, you will work with a diverse set of individuals and you must have the ability to empathize and collaborate with individuals from a range of background and experiences.
• INTEGRITY – Much of our work is dependent on trust and respect, so consistency of actions and taking responsibility for one’s own actions is very important. We value team members that strive to do what is right.
• ACCOUNTABILITY – We value the ability of our team and organization to honor our commitment to clients and to other team members.
• HUMILITY – Value openness and curiosity to learn from team members and all that we serve. Be open to personal change and continuous improvement.
• RESULTS-DRIVEN – Have an excellent track record of outcomes. Our clients depend on us to deliver top quality trainings and content. Every task (small or great) should be geared at delivering excellent work and results.
• TRANSPARENCY – At WSP, we pride ourselves on being transparent about our work and methods. Every team member should embody honest and open communication.

WHAT WE OFFER

• A fun, lively, startup culture
• Remote work environment
• Unlimited PTO
• Full benefits package including medical, dental, and vision
• 401(k)
• Parental leave
• Stipend to setup home office
• Core values-based leadership
• Ample opportunities to learn and take on new responsibilities in a fast-paced, growth-mode company

ABOUT WALL STREET PREP

Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge needed to succeed in the finance sector. We provide clients with this hands-on, competitive edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs.

Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves.