WisdomTree, Inc.
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions$1. .$1
51 - 200
Sales Associate
March 12
🔄 Hybrid – Manhattan
WisdomTree, Inc.
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions$1. .$1
51 - 200
Description
• Work closely with Sales Directors and Associate Directors to increase sales of exchange-traded funds (ETFs) • Prospect and pre-qualify leads using proprietary databases and research • Maintain relationships with Financial Advisors • Engage with Advisors through phone, web presentations, and targeted emails • Provide value-added commentary, research, and due diligence material • Promote industry knowledge and trends • Hybrid work opportunity • Leverage SalesForce CRM and Excel • Work in a challenging and fast-paced environment • Support the mission, vision, and values of WisdomTree
Requirements
• BS/BA degree required; business-related preferred • Additional advanced degrees or certifications a plus • FINRA Series 7 & 63 license in good standing • 1-3 years of experience in asset management specializing in ETFs, mutual funds, or separate accounts • Proven understanding of the asset management industry • Ability to develop relationships with portfolio managers and research analysts • Excellent communication skills • Ability to work remotely as needed • Proficient in SalesForce CRM and Excel • Live within a reasonable commuting distance from Midtown Manhattan office • Strong character references and clean compliance record • Professional maturity
Benefits
• Base salary range of $80,000 - $85,000 • Annual discretionary bonus • Competitive benefits package • Flexibility to work remotely • Opportunities for professional development and growth
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