Job Purpose:
- WisdomTree is currently seeking an Associate Director of Strategic Relationships to join the Sales team in Chicago, Illinois
- The person in this role will report directly to the Head of U.S. Distribution Operations and support the Head of Strategic Partnerships
- The Associate Director of Strategic Relationships will have a dual mandate, which includes developing and maintaining strategic client coverage/generating sales and overseeing Chicago office operations.
Your Responsibilities:
- Responsible for developing and maintaining strategic client coverage, generating sales across WisdomTree’s suite of exchange traded funds (“ETFs”)
- Delivering formal presentations in large- and small-scale formats
- Responsible for day-to-day oversight of Chicago office operations
- Creating a culture that fosters a sales-oriented atmosphere of meritocracy and accountability
- Coaching and evaluating Associates and Analysts’ performance based on established metrics
- Ensuring execution of WisdomTree strategic and tactical initiatives
- Assisting with new hire recruitment and onboarding Meeting / exceeding sales targets of $75 million in net new sales
- Developing and maintaining strategic client relationships
- Delivering an engagement strategy consisting of value-added resources, research, data, and due diligence materials throughout the sales cycle.
Skills and Qualifications:
- 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 Strategic thinker and ability to assess and mitigate risk
- Ability to succeed in a challenging and fast paced team environment
- Excellent time management and organizational skills
- Strong character references and a clean compliance record
- Travel ~ 25%
- FINRA Series 7 & 63 license in good standing; FINRA Series 24 preferred
- BS/BA required; business related degree preferred
- Additional advanced degrees or certifications a preferred.
Source: for more information click here.