Management Trainee / B2B Financial Services

Role Description The Management Trainee / B2B Financial Services role is a full-time, on-site position based in San Diego, CA. The individual in this role will support the development and execution of B2B financial services strategies for TOMA’s clients, including analyzing client needs, assisting with proposal creation, and helping manage client accounts. Day-to-day tasks include coordinating with internal teams, preparing reports and presentations, tracking campaign and financial performance metrics, and supporting business development activities. The role also involves learning core management skills, participating in training sessions, and contributing to process improvements to enhance client service and operational efficiency.

Responsibilities :

-Participate in a structured training curriculum designed to develop skills in sales, leadership principles, team management, and business operations.

-Attend training sessions, workshops, and seminars led by experienced managers and senior leaders within the company.

-Shadow experienced professionals and participate in sales campaigns during the initial 4-week training phase.

-Support and assist with new hire recruitment and training processes for 3–6 months as leadership skills develop.

-Shadow senior management to gain insight into business operations and management responsibilities.

-Assist with day-to-day tasks and projects across sales, operations, and administration departments.

-Collaborate with team members on client campaigns and projects, contributing ideas and insights to support success.

-Take on progressively challenging responsibilities as skills and experience develop throughout the program.

-Demonstrate a strong commitment to learning, personal development, and continuous improvement. --Participate in regular performance reviews to track development and identify growth opportunities.

Requirements :

-Excellent communication, interpersonal, and organizational skills

-Proactive, self-motivated, and eager to develop new skills.

-Ability to work independently as well as collaboratively within a team environment.

-A positive attitude and passion for achieving results.