The Role
We are seeking an experienced Director of Sales to join our RIA Channel in the Mid-Atlantic region. This individual will be responsible for driving sales growth across WisdomTree’s suite of exchange-traded funds (ETFs), model portfolios and SMAs, working closely with Financial Advisors in the RIA Segment.
The ideal candidate will have a proven track record in financial services sales, exceptional relationship management skills, and a strategic mindset to deliver innovative, tailored solutions. Join us to help reshape the future of finance through innovative product offerings and strategic growth initiatives.
This role is open to candidates located in the Mid-Atlantic Region.
Success in this role would be achieved by:
- 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
Experience and required skill set:
- 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.
Licenses and Certifications:
- Series 7 and 63 FINRA licenses in good standing.
- Advanced certifications such as CFA, CFP, or CIMA, a plus
Benefits for this Role:
WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
· 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
All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.
About Us:
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://ww.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. 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.
Mission, Vision & Values:
WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
Learn more at https://www.wisdomtree.com
WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
Similar Jobs
.png)
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
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. Please visit us on Twitter at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
