Director, Sales - Midwest (Michigan, Indiana, Wisconsin)

Who you are

You have a proven track record in financial services sales, ideally with experience in the Wirehouse and Independent Broker Dealer (IBD) segments. Your exceptional relationship management skills allow you to build and maintain strong connections with Financial Advisors, ensuring that you can effectively communicate the value of WisdomTree’s innovative product offerings. You possess a strategic mindset that enables you to deliver tailored solutions that meet the unique needs of your clients. Your experience in driving sales growth is complemented by your ability to analyze market trends and adapt strategies accordingly.

You thrive in a collaborative environment and enjoy working closely with cross-functional teams to achieve common goals. Your strong communication skills help you articulate complex financial concepts in a way that resonates with your audience. You are passionate about reshaping the future of finance and are eager to contribute to strategic growth initiatives that will have a lasting impact on the industry.

Desirable

Experience with exchange-traded funds (ETFs) or model portfolios is a plus, as is familiarity with the latest trends in financial services. A background in sales management or team leadership would also be beneficial, as you may be responsible for mentoring junior sales staff and fostering a culture of success within your team.

What you'll do

In this role, you will be responsible for driving sales growth across WisdomTree’s suite of exchange-traded funds (ETFs) and model portfolios. You will work closely with Financial Advisors in the Wirehouse and IBD segments, developing and executing sales strategies that align with the company’s goals. Your ability to identify opportunities for growth and implement innovative solutions will be key to your success.

You will collaborate with marketing and product teams to ensure that sales initiatives are supported by effective messaging and resources. Regularly analyzing sales performance metrics will be essential, as you will need to adjust your strategies based on data-driven insights. You will also be expected to stay informed about industry trends and competitor activities, using this knowledge to inform your sales approach.

Building and maintaining strong relationships with Financial Advisors will be a critical aspect of your role. You will engage in regular communication with clients, providing them with the support and resources they need to succeed. Your ability to listen to their needs and respond with tailored solutions will set you apart as a trusted partner in their financial journey.

What we offer

WisdomTree offers a dynamic work environment where innovation and collaboration are encouraged. You will have the opportunity to work with a talented team of professionals who are passionate about reshaping the future of finance. We provide competitive compensation and benefits, along with opportunities for professional development and growth within the company. Join us to make a meaningful impact in the financial services industry and help our clients achieve their investment goals.