Own a portfolio of HNI MTF clients
Drive regular engagement via calls, messages, outreach
Educate clients on MTF usage and platform features
Increase MTF utilization; upsell across equity + MTF
Activate and retain high-value HNI users; reduce churn
Act as single contact for assigned HNI users; coordinate with support/product teams

🎯 Requirements

Experience in brokerage, wealth management, or trading platforms preferred
Strong communication and persuasion skills
Comfort with high-frequency client interaction
Execution-focused and target-driven mindset
Market intelligence gathering and sharing insights with product/growth teams

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