Associate Director
Sales
Confirmed live in the last 24 hours
WisdomTree

201-500 employees

Offers cost-efficient, performance-driven exchange traded funds.
Company Overview
WisdomTree Asset Management is a pioneer in the financial industry, having launched the first family of ETFs designed to balance cost efficiency and performance potential, a feat that has set them apart from competitors. The company offers a comprehensive range of products, providing access to unique and smart exposures, demonstrating their commitment to technical innovation and industry leadership. Their culture is rooted in their mission to create a better way to invest, emphasizing transparency, risk awareness, and the pursuit of smart investment strategies.
Financial Services
Crypto & Web3

Company Stage

N/A

Total Funding

$126.4M

Founded

1985

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

0%

1 year growth

6%

2 year growth

19%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
CategoriesNew
Sales & Account Management
Requirements
  • 3-5 years of experience within the financial services industry with demonstrated sales success specializing in ETFs, mutual funds, or separate accounts and direct management experience
  • Excellent presentation, verbal, and written communication skills
  • Ability to succeed in a challenging and fast-paced team environment, team player, provide constructive feedback, and participate in a team environment
  • Excellent time management and organizational skills
  • Strong character references and a clean compliance record
  • Discipline to work remotely as needed
  • FINRA Series 7 & 63 license in good standing
  • BS/BA required; business-related degree preferred
  • Additional advanced degrees or certifications are preferred
Responsibilities
  • Meeting / exceeding annual sales targets in sales across ETFs and ETF Model Portfolios
  • Initiating and maintaining relationships with Registered Investment Advisors, knowledge of ETF users, and larger growing firms within the territory
  • Delivering an engagement strategy consisting of value-added resources, research, data, and due diligence materials throughout the sales cycle