WisdomTree, Inc.

Director, Sales – Midwest

WisdomTree, Inc.

full-time

Posted on:

Location Type: Remote

Location: Remote • Missouri, Wisconsin • 🇺🇸 United States

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Salary

💰 $120,000 - $160,000 per year

Job Level

Lead

About the role

  • Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest 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.

Requirements

  • 4+ years of successful outside sales experience, preferably within the ETP or broader financial services market.
  • Series 7 and 63 FINRA licenses in good standing.
  • Strong knowledge of ETFs, or mutual funds.
  • Exceptional presentation, verbal, and written communication skills.
  • Proficiency with CRM tools and financial industry software.
  • Ability to travel up to 25% of the time within the Midwest territory.
  • Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.
Benefits
  • medical, dental and vision coverage with multiple plan options;
  • health savings and flexible spending accounts;
  • employer-paid life, disability and business travel insurance;
  • 401(k) plan with company match;
  • flexible paid time off;
  • educational reimbursement programs;
  • wellness and fitness activities;
  • paid parental leave; and
  • volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales strategyETFsmutual fundsfinancial analysisdata analysispresentation skillscommunication skills
Soft skills
relationship buildingcollaborationverbal communicationwritten communicationpresentation skills
Certifications
Series 7 licenseSeries 63 license