Job Purpose:
- This sales role will be responsible for generating sales across WisdomTree’s suite of exchange traded funds (“ETFs”).
Your Responsibilities:
- Meeting / exceeding annual sales targets of $100,000,000 in net new sales
- Developing and sustaining deep client relationships
- Maintaining a robust sales pipeline
- Delivering an engagement strategy consisting of value added commentary, research, data, and due diligence material to Clients throughout the sales cycle
- Travel within the territory monthly and attend industry conferences when appropriate.
Skills and Qualification:
- 3-5 years’ experience with a financial services company with demonstrated sales success specializing in ETFs, mutual funds, and/or separately managed accounts
- Series 7 and 63 required
- Additional advanced degrees or certifications a plus
- BS/BA required, business related degree preferred
- Proven understanding of the asset management industry
- Ability to succeed in a challenging and fast paced team environment
- Excellent verbal and written communication skills
- Strong character references and a clean compliance record
- Travel up to 25% of time.
Source: for more information click here.
