Back to jobs
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
Articulate 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
Regional Sales Analyst - Privacore Capital
New York, NY$100K - $120K / yearPosted 6 days ago
Full-timehybridmid