Associate Director – Sales

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 Qualifications:

  • 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.

More Information

  • Experience 3-5 Years
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Company Information
  • Specialism Index Providers
  • Address WisdomTree Investments 245 Park Avenue, 35th Floor New York, NY 10167
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