Regional Sales Analyst - Privacore Capital

About the role

The Regional Sales Analyst (RSA) will be responsible for proactive sales, support, and service of clients and prospects in their assigned territory. This includes developing and maintaining existing relationships as well as identifying and acquiring new business.

Responsibilities

• Develop and maintain relationships with financial advisors across RIA and wirehouse channels
• Proactively engage advisors to communicate Privacore’s thought leadership, product updates, and investment ideas
• Arcute complex alternative investment strategies clearly and effectively, both verbally and in writing
• Support new business development through outbound advisor outreach and follow-up
• Deliver and support presentations promoting Privacore’s products and solutions
• Partner with the Regional Director to build, execute, and measure a Territory Business Plan focused on sales and AUM growth
• Prepare analytics, reports, and presentations to support territory execution and advisor meetings
• Manage meeting logistics, materials distribution, and post-meeting follow-ups
• Maintain accurate and timely CRM data; ensure strong pipeline and activity hygiene
• Use available data and reporting tools to prioritize activities and improve territory efficiency
• Collaborate closely with internal team members to ensure transparency, coordination, and execution excellence
• Participate in cross-team initiatives and projects focused on improving sales effectiveness and scalability
• Carry out other duties as assigned

Requirements

• Bachelor’s degree in Business, Finance, Economics, or related field
• Minimum 2 years of relevant experience in financial services (alternative investments or private wealth preferred)
• FINRA Series 7 and 63 required
• Strong understanding of capital markets and alternative investment strategies
• Excellent written and verbal communication skills
• Highly organized, detail-oriented, and able to manage multiple priorities
• Self-motivated with strong accountability and ownership mentality
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Experience using CRM platforms (Salesforce preferred)

Qualifications

• Passion for capital markets and alternative investments
• Proactive, driven, and intellectually curious
• Strong analytical and problem-solving skills
• Ability to understand and communicate technical investment concepts
• Comfortable working independently while thriving in a collaborative team environment
• Enjoys building and maintaining long-term advisor relationships
• High integrity with a growth-oriented mindset

Skills

• None specified

Benefits

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time
• Professional development courses, tuition/qualification reimbursement and more
• Maternity/paternity leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• Corporate membership to ClassPass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Pay

The base salary range for this position is $100,000-$120,000. This range is estimated for this role. Actual pay may be different. This position will be open through June 15, 2026.

Schedule

Hybrid working

Benefits

• Competitive compensation
• Pension/retirement plans
• Variety of health, wellbeing and lifestyle benefits

Equal Opportunity Employer

We are committed to an inclusive and supportive environment. We welcome applications from candidates from all backgrounds. We understand everyone has different commitments and while we can’t accommodate every flexible working request, we’re happy to be asked about work flexibility and our hybrid working environment.