Job description
We are seeking an enthusiastic and motivated Model Portfolio Specialist to join its National Accounts team at WisdomTree, reporting to the Head of National Accounts and Head of Client Solutions.
The primary responsibility will be centered around the sales and distribution of WisdomTree’s model portfolios in the Wirehouse/IBD Channels.
This position represents an opportunity to drive accelerated growth in a focus area of WisdomTree’s business.
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Success in this role would be achieved by:
- Drive sales of WisdomTree Model Portfolios within the Wirehouse and Independent Broker Dealer (IBD) channels.
- Cultivate and expand relationships with key centers of influence across our distribution partners to build leverage and impact.
- Partner closely with the Model Investment Team and Marketing to deliver timely strategy updates to internal Sales teams, clients, and prospects.
- Act as a subject matter expert to support and accelerate growth efforts with the Sales Team.
- Proactively engage in sales efforts independently, covering a broad territory across multiple Wirehouse firms.
- Coordinate and host regional advisor meetings alongside Sales and third-party partners.
- Provide strategic input to enhance and streamline processes through automation and technology.
- Represent WisdomTree’s model portfolio offerings in presentations to large groups of advisors and clients, promoting model adoption.
- Develop and maintain strong client relationships while supporting business development and prospecting efforts.
Experience and required skill set:
- Minimum of 5+ years of sales experience within the financial services industry, with a strong background in model portfolios.
- Bachelor’s degree required; advanced degree preferred.
- Deep passion for financial markets and the ETF industry.
- Strong organizational skills with the ability to manage multiple tasks in a dynamic, fast-paced environment.
- Excellent written and verbal communication skills, including the ability to write, edit, and proofread marketing and sales collateral.
- Proficiency in Microsoft Excel and PowerPoint is essential.
- Creative problem-solver with the ability to think strategically and present ideas effectively.
- Strong presentation and public speaking skills.
Licenses and Certifications:
- Active FINRA Series 7 and 63 licenses.
$125,000 - $140,000 a year
The base salary range for this position is $125,000 – $140,000. 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.
About Us:
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.
Mission, Vision & Values:
WisdomTree is committed to delivering a better investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation, work with Transparency & Accountability, and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
Learn more at www.wisdomtree.com
WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
