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The Client Manager's role focuses on business development in financial education and trading, generating new sales, maintaining client communications, and market analysis.

Oversee and improve sales team performance through monitoring, coaching, new sales models, training, and KPI development.

The Sales Executive will guide students through using trading platforms, increase engagement, and convert prospects into active traders, while collaborating with other teams to optimize sales strategies.

The Student Success Manager will support students in financial trading, increase engagement, and manage student interactions to optimize sales and conversions.

The Sales Representative guides students in trading, supports account opening, tracks interactions, collaborates for conversion, and conducts webinars.