WisdomTree · 5 months ago
Model Portfolio Specialist
United States
Full-time
Remote
Mid, Senior Level
$125K/yr - $140K/yr
5+ years expWisdomTree is a global financial innovator seeking a Model Portfolio Specialist to join its National Accounts team. The role focuses on driving sales and expanding relationships within the Wirehouse and Independent Broker Dealer channels, while collaborating with various teams to support growth efforts and enhance client engagement.
Responsibilities
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
Qualification
Required
Minimum of 5+ years of sales experience within the financial services industry, with a strong background in model portfolios
Bachelor's degree required
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
Active FINRA Series 7 and 63 licenses
Preferred
Advanced degree preferred
Benefits
Annual discretionary bonus
Competitive benefits package
Company
WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase