Director, Sales - Midwest (Michigan, Indiana, Wisconsin)
WisdomTree(1 month ago)
About this role
The Director of Sales for the Wirehouse/Independent Broker Dealer channel in the Midwest is responsible for driving sales growth of WisdomTree’s ETFs and model portfolios across a multi-state territory. The role focuses on partnering with Financial Advisors in Wirehouse and IBD firms to promote products and deliver tailored solutions. The position involves representing WisdomTree at regional events and working closely with internal teams to align field activity with broader business objectives. This is a field-based role for candidates located in Michigan, Indiana, or Wisconsin, within a collaborative, innovation-focused firm.
Required Skills
- Sales Strategy
- Relationship Management
- ETF Knowledge
- Mutual Fund Knowledge
- Outside Sales
- Presentation Skills
- Verbal Communication
- Written Communication
- CRM Tools
- Financial Software
+5 more
Qualifications
- Series 7
- Series 63
- Bachelor’s Degree in Finance
- Bachelor’s Degree in Business
- Bachelor’s Degree in Economics
- CFA
- CFP
- CIMA
About WisdomTree
wisdomtree.comWisdomTree is a global asset manager best known for creating and managing exchange-traded funds (ETFs) and exchange-traded products (ETPs) across equities, fixed income, currencies and commodities. The firm emphasizes research-driven, dividend- and earnings-weighted approaches, smart-beta and actively managed strategies designed for tax efficiency and liquidity. WisdomTree also builds custom indexes and institutional solutions, and has expanded into alternatives and digital-asset offerings to support advisors, institutions and individual investors. It markets portfolio construction tools and model solutions with a focus on transparent benchmarking and competitive fee structures.
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