Sales Director

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WisdomTree

๐Ÿ’ต $120k-$160k
๐Ÿ“Remote - United States

Summary

Join WisdomTree Asset Management as a Sales Director in Southern California or Dallas, Texas, driving sales growth of ETFs and model portfolios within the Wirehouse/IBD channel. You will build and maintain strong relationships with financial advisors, deliver engaging presentations, and collaborate with internal teams. The ideal candidate possesses a proven track record in financial services sales, exceptional relationship management skills, and a strategic mindset. This role requires a Bachelor's degree, 10+ years of sales experience, and specific FINRA licenses. Competitive compensation, including a base salary of $120,000-$160,000, an annual discretionary bonus, and a benefits package, is offered. WisdomTree embraces a "Work Smart" philosophy, offering flexibility in work arrangements.

Requirements

  • Bachelorโ€™s degree required, preferably in Finance, Business, Economics, or a related field
  • Minimum of 10+ years of successful outside sales experience, preferably within the ETP or broader financial services market
  • Strong knowledge of ETFs, mutual funds, or other investment products
  • Exceptional presentation, verbal, and written communication skills
  • Proficiency with CRM tools and financial industry software
  • Series 7 and 63 FINRA licenses in good standing
  • Ability to travel up to 25% of the time within the Pacific Northwest territory

Responsibilities

  • Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within their designated region
  • Initiate, build, and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms
  • Deliver engaging presentations and insights on WisdomTreeโ€™s ETF offerings, model portfolios, and value-added resources
  • Provide relevant research, data, and due diligence materials to support Financial Advisor decision-making throughout the sales cycle
  • Collaborate with internal teams, including marketing, product development, and research, to align sales strategies with overall business objectives
  • Represent WisdomTree at regional events, conferences, and advisor meetings, showcasing the companyโ€™s commitment to innovation and excellence
  • Monitor industry trends and competitor activity to inform and enhance sales strategies

Preferred Qualifications

  • Advanced certifications such as CFA, CFP, or CIMA
  • Strong understanding of the Wirehouse/IBD ecosystem and advisor needs
  • Experience with solutions-based sales approaches

Benefits

  • $120,000 - $160,000 a year
  • Annual discretionary bonus
  • Competitive benefits package
  • Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement
This job is filled or no longer available

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