Senior Associate, Advisor Growth Solutions

WisdomTree is seeking Senior Associates to be based in our NYC Headquarters. The ideal candidate should be intrinsically motivated, possess excellent communication, presentation, and interpersonal skills, and thrive in a highly competitive and goal-oriented environment.

Success in this role would be demonstrated by:

• Meeting or exceeding a $500,000 run-rate revenue target in sales across ETFs and ETF Model Portfolios.
• Initiating and maintaining relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel).
• Knowledge of ETF users and larger growing firms within the territory.
• Delivering an engagement strategy that includes value-added resources, research, data, and due diligence materials throughout the sales cycle.

Experience & Required Skill Set

• 3-7 years of experience in the financial services industry, with demonstrated sales success specializing in ETFs, mutual funds, or separate accounts.
• Excellent presentation, verbal, and written communication skills.
• Ability to succeed in a challenging and fast-paced team environment; a team player who actively participates in team initiatives.
• Strong time management and organizational skills.
• Proficiency in Salesforce, Zoom, Microsoft Teams, WebEx, and Power BI.
• Strong character references and a clean compliance record.

Certifications:

• FINRA Series 7 & 63 licenses in good standing.
• BS/BA required; a business-related degree preferred.
• Additional advanced degrees or certifications are preferred.