Director, Sales – Mid-Atlantic Region

Success in this role would be achieved by:

• Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest 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

Experience and required skill set:

• 10+ years of wholesaler experience, preferably within the ETF or broader financial services market.
• Strong knowledge of ETFs, or mutual funds.
• Exceptional presentation, verbal, and written communication skills.
• Proficiency with CRM tools and financial industry software.
• Ability to travel up to 50% of the time within the Mid-Atlantic territory.
• Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.

Licenses and Certifications:

• Series 7 and 63 FINRA licenses in good standing.
• Advanced certifications such as CFA, CFP, or CIMA, a plus