Director, Sales – Mid-Atlantic Region

📋 Description

• Lead sales growth for WisdomTree ETFs, model portfolios and SMAs in the RIA channel.
• Build and maintain relationships with Financial Advisors in the Mid-Atlantic.
• Present insights on WisdomTree ETF offerings and resources.
• Provide research, data and due diligence materials for advisor decisions.
• Collaborate with marketing, product development and research teams.
• Represent WisdomTree at regional events and advisor meetings.

🎯 Requirements

• 10+ years wholesaler exp in ETF/financial services.
• Strong ETF or mutual fund knowledge.
• Excellent presentation, verbal and written skills.
• Proficient with CRM tools and financial software.
• Series 7 and 63 FINRA licenses; CFA, CFP or CIMA a plus.
• Bachelor's in Finance/Business/Econ; willing to travel up to 50%.

🎁 Benefits

• Medical, dental and vision coverage with multiple plans.
• Health savings and flexible spending accounts.
• Employer-paid life, disability and travel insurance.
• 401(k) with company match.
• Flexible paid time off.
• Educational reimbursement programs.