Senior Associate managing relationships with Broker-Dealers and RIAs across ETFs and ETF Model Portfolios. Position based in New York City at WisdomTree focusing on revenue targets and engagement strategy.
Responsibilities
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.
Requirements
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.
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
medical, dental and vision coverage with multiple plan options;
health savings and flexible spending accounts;
employer-paid life, disability and business travel insurance;
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