Director, Sales – Midwest

SalesSalesFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Michigan + 1 moreAll locations: Michigan, Wisconsin

Posted

94 days ago

Salary

$120K - $160K / year

Bachelor Degree4 yrs expEnglish

Job Description

• 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.

Job Requirements

  • 4+ years of successful outside sales experience, preferably within the ETP or broader financial services market.
  • Series 7 and 63 FINRA licenses in good standing.
  • 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 25% of the time within the Midwest territory.
  • Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.

Benefits

  • 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

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