Sales Director

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

• Bachelor’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 WisdomTree’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 company’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