Sales Associate @ WisdomTree

Salary Range: 80000 to 85000 (Currency: USD) (Pay period: per-year-salary)

WisdomTree Asset Management is seeking Internal Sales Associates based in the New York Metropolitan area. In this role, you will work closely with established Sales Directors and Associate Directors to increase sales of our exchange-traded funds (“ETFs”). We are seeking candidates with a strong knowledge of the financial services industry and a positive winning attitude. Hybrid opportunity.

Success in this role would be achieved by:

Prospecting and pre-qualifying leads by leveraging proprietary databases and research
Initiating and maintaining a relationship with RIA and/or Wirehouse Financial Advisors
Engaging proactively with Financial Advisors using phone, web presentations, targeted emails, and other technologies
Delivering value-added commentary, research, and due diligence material to Advisors throughout the sales cycle
Promoting industry knowledge & trends across the greater sales team

Experience and Required skill set:

BS/BA degree required; business-related degree preferred. Additional advanced degrees or certifications are a plus
FINRA Series 7 & 63 license in good standing
1-3 years of experience within the asset management industry specializing in ETFs, mutual funds, or separate accounts
Proven understanding of the asset management industry and ability to develop relationships with portfolio managers and research analysts
Ability to succeed in a challenging and fast-paced environment
Excellent verbal, written, and presentation communication skills
Discipline to work remotely from home as needed - hybrid
Live within a reasonable commuting distance from our Midtown Manhattan office
Proficient in SalesForce CRM and Excel
Strong character references and a clean compliance record
High degree of professional maturity

About Us:

WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers 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 and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.*

*The WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc. (NMLS ID: 2372500), in select U.S. jurisdictions and may be limited where prohibited by law. Visit www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. Foreside Fund Services, LLC, (FFS) is not affiliated with WisdomTree, Inc. and its subsidiaries. FFS does not provide digital wallet or digital asset services.

Work Smart:

Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Mission, Vision & Values:

WisdomTree is committed to delivering a better investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation, work with Transparency & Accountability, and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Learn more at www.wisdomtree.com

WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.

Compensation Overview

Success in this role would be achieved by:

Experience and Required skill set:

6 month growth

1 year growth

2 year growth

Simplify's Take

What believers are saying

What critics are saying

What makes WisdomTree unique