WisdomTree is seeking Associate Directors. This sales role will be responsible for generating sales across WisdomTree’s suite of exchange-traded funds (“ETFs”) and model portfolios.
Please note that while this specific position is not currently open, we are continuously seeking talented individuals to join our team. By applying to this role, you are expressing your interest in our company, and your application will be considered for future opportunities that align with your qualifications and career goals
Success in this role would be observed by:
- 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
Experience and Required skill set:
- 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.
Certifications:
- FINRA Series 7 & 63 license in good standing
- BS/BA required; business-related degree preferred.
- Additional advanced degrees or certifications are preferred
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.
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.
