Director, Sales – Mid-Atlantic Region

WisdomTree, Inc.

full-time

Posted on: 1/28/2026

Location Type: Remote

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💰 $135,000 - $145,000 per year

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

10+ years of wholesaler experience, preferably within the ETF or broader financial services market.
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 50% of the time within the Mid-Atlantic territory.
Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales strategyETFsmutual fundsresearchdata analysisdue diligence

Soft Skills

relationship buildingpresentation skillsverbal communicationwritten communication