Sales Analyst

About REX Financial

REX Financial is an innovative ETP provider specializing in alternative-strategy ETFs and ETNs, with over $6 billion in assets under management. REX is renowned for creating Micro Sectors™ and co-creating the T-REX product lines of leveraged and inverse tools for traders. In recent years, REX has expanded into the long-term investment space, launching a series of option-based income strategies designed for buy-and-hold investors in both the U.S. and Europe.

As a fast-growing firm with an entrepreneurial culture, REX is committed to delivering forward-thinking investment solutions and exceptional client experiences.

REX is seeking a Sales Analyst that will play a foundational role in supporting the expansion of the firm’s long-term ETF platform. This position is ideal for an early-career professional eager to contribute across CRM strategy, data analysis, campaign execution, and content development. The Analyst will work directly with senior leadership and support both U.S. and European distribution initiatives, helping to lay the groundwork for a scalable, data-driven sales operation.

• Maintain and segment CRM data; build internal dashboards and reporting tools to track advisor engagement, campaign performance, and inform sales strategy.
• Support the creation, update, and organization of key materials including presentations, white papers, RFPs, DDQs, and marketing collateral.
• Develop structured, repeatable processes for updating sales content and documentation; create internal guides to ensure consistency and continuity.
• Track competitor product landscape and advisor feedback; build and maintain competitive analyses to inform positioning and messaging efforts.
• Assist in coordinating campaigns, events, and advisor roadshows in partnership with broader sales team.
• Monitor inbound inquiries from the REX website, shared inboxes, and other digital channels, ensuring timely and appropriate responses.
• Provide scheduling and post-event support for advisor webinars, meetings, and conferences.

• 1–3 years of relevant experience in financial services, asset management, wealth management or financial technology.
• Strong analytical and organizational skills;
  Excel and CRM (e.g., Hub Spot or Salesforce) proficiency preferred.
• Exceptional attention to detail and ability to manage multiple work streams in a fast-paced environment.
• Familiarity with investment products (ETFs, mutual funds); interest in options strategies and/or portfolio construction is a plus.
• Excellent communication skills, both written and verbal.
• Self-starter mindset with an eagerness to grow and take on increasing responsibility over time.