WisdomTree, Inc.
51 - 200 employees
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com.
Director, Sales – Mid-Atlantic Region
Job not on LinkedIn
🕒 January 28
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WisdomTree, Inc.
51 - 200 employees
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com.
📋 Description
• Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest region. • Initiate, build, and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms. • Deliver engaging presentations and insights on WisdomTree’s ETF offerings, model portfolios, and value-added resources. • Provide relevant research, data, and due diligence materials to support Financial Advisor decision-making throughout the sales cycle. • Collaborate with internal teams, including marketing, product development, and research, to align sales strategies with overall business objectives. • Represent WisdomTree at regional events, conferences, and advisor meetings, showcasing the company’s commitment to innovation and excellence. • Monitor industry trends and competitor activity to inform and enhance sales strategies
🎯 Requirements
• 10+ years of wholesaler experience, preferably within the ETF or broader financial services market. • Strong knowledge of ETFs, or mutual funds. • Exceptional presentation, verbal, and written communication skills. • Proficiency with CRM tools and financial industry software. • Ability to travel up to 50% of the time within the Mid-Atlantic territory. • Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.
🏖️ Benefits
• medical, dental and vision coverage with multiple plan options; • health savings and flexible spending accounts; • employer-paid life, disability and business travel insurance; • 401(k) plan with company match; • flexible paid time off; • educational reimbursement programs; • wellness and fitness activities; • paid parental leave; and • volunteer time off
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