Job details

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.

$85,000 - $93,000 a year

The base salary range for this position is $85,000 - $93,000 annually. In addition, employees are eligible for an annual discretionary bonus and competitive benefits package. Total compensation may vary based on factors such as location, role, company, department, experience and individual performance.

Average salary estimate

$89000 / YEARLY (est.)

min

max

$85000K

$93000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Associate, Advisor Growth Solutions, WisdomTree

WisdomTree is on the lookout for an enthusiastic Senior Associate, Advisor Growth Solutions to join our dynamic team at our NYC Headquarters. In this role, you’ll be at the forefront of our growth strategy, engaging with Broker-Dealers and Registered Investment Advisors (RIAs) in a virtual environment. If you're driven, possess stellar communication skills, and love meeting targets, you’ll thrive here! The role revolves around achieving a $500,000 run-rate revenue target, all while building meaningful relationships within the financial services industry. You’ll leverage your understanding of ETFs and our innovative solutions to deliver valuable resources and compelling strategies throughout the sales cycle. With 3-7 years of sales experience in the financial sector, particularly involving ETFs, you’ll be well-prepared to make a significant impact. Mastery of tools like Salesforce and Microsoft Teams, along with a solid foundation in financial services, sets you up for success. Plus, with a competitive salary ranging from $85,000 to $93,000, along with an annual bonus and comprehensive benefits, your commitment will be rewarded. If you’re ready to elevate your career and make a difference at WisdomTree, we can't wait to meet you!

Frequently Asked Questions (FAQs) for Senior Associate, Advisor Growth Solutions Role at WisdomTree

What skills are needed for the Senior Associate, Advisor Growth Solutions role at WisdomTree?

To excel as a Senior Associate, Advisor Growth Solutions at WisdomTree, you'll need a mix of strong interpersonal skills, time management, and the ability to thrive in a team environment. Solid communication and presentation skills are essential for meeting revenue targets and building relationships in the competitive financial services landscape.