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.

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