WisdomTree Asset Management is seeking experienced Sales Directors to join our Wirehouse/Independent Broker Dealer (IBD) Channel in the Southern California or Dallas, Texas region. This individual will be responsible for driving sales growth across WisdomTree’s suite of exchange-traded funds (ETFs) and model portfolios, working closely with Financial Advisors in the Wirehouse/IBD segments.
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.
Key Responsibilities
- Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within their designated 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.
Required Qualifications/Skills
- Bachelor’s degree required, preferably in Finance, Business, Economics, or a related field.
- Minimum of 10+ years of successful outside sales experience, preferably within the ETP or broader financial services market.
- Strong knowledge of ETFs, mutual funds, or other investment products.
- Exceptional presentation, verbal, and written communication skills.
- Proficiency with CRM tools and financial industry software.
- Series 7 and 63 FINRA licenses in good standing.
- Ability to travel up to 25% of the time within the Pacific Northwest territory.
Preferred Qualifications
- Advanced certifications such as CFA, CFP, or CIMA.
- Strong understanding of the Wirehouse/IBD ecosystem and advisor needs.
- Experience with solutions-based sales approaches.
About Us:
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers 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 and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.*
*The WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc. (NMLS ID: 2372500), in select U.S. jurisdictions and may be limited where prohibited by law. Visit www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. Foreside Fund Services, LLC, (FFS) is not affiliated with WisdomTree, Inc. and its subsidiaries. FFS does not provide digital wallet or digital asset services.
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 investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation, work with Transparency & Accountability, and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and 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.
