WisdomTree, Inc.
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com.
51 - 200 employees
Director, Sales - Southern California
February 15
WisdomTree, Inc.
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com.
51 - 200 employees
📋 Description
• We are seeking a Director, Sales to join Wirehouse/Independent Broker Dealer (IBD) Channel, focusing on the Southern California or Houston, TX region. • In this role, you will drive sales growth for our exchange-traded funds (ETFs) and model portfolios by working closely with Financial Advisors in the Wirehouse/IBD segments. • The ideal candidate has a proven track record in financial services sales, exceptional relationship management skills, and a strategic mindset to deliver innovative solutions. • Apply now!
🎯 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.
🏖️ Benefits
• Annual discretionary bonus • Competitive benefits package
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