WisdomTree Investments
Director, Sales – Mid-Atlantic Region
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Job Description
- Req#: 816c7ae2-3f37-4613-9956-0ab16659dce9
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $145,000
- Annual discretionary bonus, payable in cash and/or equity securities
- Comprehensive and competitive benefits package, including medical, dental, and vision coverage
- Flexible paid time off and paid parental leave
- Opportunities for professional growth and development through educational reimbursement programs
- Emphasis on a flexible work environment that supports productivity and efficiency
What to Expect (Job Responsibilities):
- Develop and execute a comprehensive sales strategy to meet or exceed annual sales targets within the Mid-Atlantic region
- Build and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms
- Deliver engaging presentations and insights on the employer’s ETF offerings, model portfolios, and value-added resources
- Provide research and materials to support Financial Advisor decision-making throughout the sales cycle
- Represent the employer at regional events, conferences, and advisor meetings
What is Required (Qualifications):
- Minimum of 10 years of wholesaler experience, preferably within the ETF or broader financial services market
- Strong knowledge of ETFs or mutual funds
- Exceptional presentation, verbal, and written communication skills
- Proficiency with CRM tools and financial industry software
- Bachelor’s degree, preferably in Finance, Business, Economics, or a related field
How to Stand Out (Preferred Qualifications):
- Series 7 and 63 FINRA licenses in good standing
- Advanced certifications such as CFA, CFP, or CIMA
- Ability to travel up to 50% of the time within the Mid-Atlantic territory
#FinancialServices #SalesLeadership #ETFs #CareerGrowth #FlexibleWorkEnvironment
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
WisdomTree Investments, Inc. is a New York-based exchange-traded fund and exchange-traded product sponsor and asset manager.
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