The Role
The Sales Analyst will support Sales Leadership's initiatives to meet sales goals for ETFs by spearheading projects, maintaining database records, and understanding products and competitive landscape.
Summary Generated by Built In
We are seeking a Sales Analyst based in the New York Metropolitan area. In this entry-level role, you will support Sales Leadership’s strategic and tactical initiatives to help meet and exceed established sales goals for our exchange-traded funds (ETFs). We’re looking for candidates with a positive, winning attitude and a strong desire to pursue a long-term career in sales. After 12 months of successful service, you will be eligible to sit for the FINRA Series 7 and 63 licensing exams.
This role is open to candidates located in the greater New York metropolitan area or within a commutable distance.
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Success in this role would be achieved by:
- Spearheading various support initiatives and ad hoc projects
- Maintaining proprietary database records
- Garnering a strong understanding of the WisdomTree’s products, services, & competitive landscape and the consultative sales process
Experience and required skill set:
- BS/BA degree required along with strong academic record
- Ability to succeed in a challenging and fast paced environment
- Excellent verbal, written, and presentation communication skills
- High degree of professional maturity
- Discipline to work remote from home as needed
- Proficient in SalesForce CRM and Excel
- Strong character references
Compensation for this Role:
· Base salary range of $55,000 through $60,000.**
· Annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree’s policies and procedures, and subject to the terms and conditions of WisdomTree’s equity plan.
** Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living).
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 well-diversified suite of exchange-traded products (ETPs), models and solutions as well as 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, 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 blockchain-native digital wallet, WisdomTree Prime®, and institutional platform, WisdomTree Connect™.*
*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.
Top Skills
Excel
Salesforce CRM
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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.
