We are seeking Senior Associates to join our New York City headquarters. The ideal candidate combines strong intrinsic motivation with exemplary communication, presentation, and interpersonal capabilities, and thrives wdithin a high-performance, goal-driven culture.
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Success in this role would be demonstrated by:
Meet or exceed a $500,000 run-rate revenue target across ETFs and ETF Model Portfolios.
Initiate and maintain relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel).
Demonstrate a solid understanding of ETF users and key high-growth firms within the territory.
Execute an engagement strategy that delivers value-added resources, research, data, and due-diligence materials throughout the sales cycle.
Experience & Required Skill Set
3+ years of experience in the financial services industry with proven track record of 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 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 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 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.
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.
