• Work with clients preparing for the CFA exam while building toward long-term careers in investment management and finance • Help clients master exam content across various subjects including Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, and Portfolio Management • Create tailored study plans and test prep strategies to build accuracy, pacing, and confidence leading up to exam day • Offer guidance on how the CFA charter fits into clients' broader career paths

• Work with clients looking to break into or grow within capital markets and trading roles • Teach core sales & trading strategy, trading execution, and financial modeling • Help clients build strong risk management practices and sharpen market analysis skills • Offer resume review, LinkedIn review, and cover letter guidance • Provide behavioral and technical interview prep tailored to trading and markets roles • Support clients with networking strategy, salary negotiation, and promotion strategy • Guide those pursuing freelancing opportunities in the space

• Teach core broadcasting techniques, on-air presentation, and script writing • Help clients strengthen their news reporting and video editing skills • Offer resume review and interview prep tailored to broadcasting roles • Provide guidance on networking strategy and salary negotiation • Support skill building for on-camera and behind-the-scenes work • Guide clients pursuing freelancing opportunities in the industry • Set own hours and rates, host sessions virtually, and deliver a high-quality experience for clients

• Run a weekly call-review cadence — reviewing recordings across every deal stage, scoring them against the good/great framework, and surfacing coaching priorities to management. • Operate deal rooms for enterprise opportunities in key stages — joining calls live or async to diagnose what’s stalling and coach the AE on exactly what to do next. • Own the continuous learning calendar — biweekly sessions on sales methodology, objection handling, competitive positioning, and product updates. • Build and maintain the sales mechanics playbook — mutual action plan templates, discovery frameworks, and late-stage objection guides. • Track AE performance trends and flag reps who need targeted coaching before issues compound. • Stay close to live selling yourself, credible enough that reps respect your coaching because you can do the job — not just talk about it.