Job Purpose:
- WisdomTree’s Private Wealth Management (PWM), Regional Director is on the Sales team and reports to the Head of RIA and PWM Distribution.
- The PWM, Regional Director will serve as the regional relationship manager for private banks in the Midwest. We are currently seeking candidates from the Chicago area.
Your Responsibilities:
- Distribution of WisdomTree’s exchange-traded funds within the largest U.S. private banks
- Deliver regional presentations to current and prospective clients through office visits, conference calls, seminars and conferences
- Ability to explain the ETF structure and benefits versus traditional mutual funds and SMA strategies.
- Ability to adhere to a demanding travel schedule
- Develop new business opportunities using a consultative sales approach within a defined geographic territory
- Work closely with the PWM, National Accounts Manager to identify new opportunities and establish a regional presence within the PWM regional offices
- Manage day-to-day operational duties of your territory to include: managing and tracking sales, lead flow, manage and maintain CRM database, report weekly activities and annual regional marketing budget
- Maintain and develop knowledge of the ETF and mutual fund industry as well as competitor products and sales strategies to better deliver WisdomTree’s value proposition
- Ability to adhere to a demanding travel schedule; 75% of travel is required
Skills and Qualifications:
- Experience in the ETP market place preferred.
- Experience building and cultivating relationships within the largest US Private Banks; established relationships preferred
- Exceptional written and verbal communication and presentation skills
- Success managing Internal Sales partner to gain maximum sales coverage, uncover new sales opportunities and cross sell existing relationships
- Strategic and collaborative mindset
- Solutions-based approach to selling
- Ability to generate ideas and leverage them effectively to deliver sales and asset growth
- Minimum of 2 years of outside sales experience with private banks, preferably within the ETP market.
- BA/BS required with an emphasis on finance or economics preferred
- MBA, CFA, CIMA, CFP or other advanced degree/certification is highly desirable
- Prior experience working within the Private Bank channel and knowledge of bank trust custodial platforms is preferred
- Analytical skills necessary to analyze and interpret complex investment strategies to influence the sales of WisdomTree’s ETFs
- Series 7 and 66 required.
- Clean U-4 and no prior-firm contractual restrictions regarding distribution of investment products
Source: for more information click here.