Sales Analyst

Reposted 16 Days Ago
New York, NY
Hybrid
55K-60K Annually
Entry level
Financial Services
The Role
Support Sales Leadership’s initiatives to meet sales goals for ETFs; maintain databases and develop a strong understanding of products and competitive landscape.
Summary Generated by Built In

WisdomTree Asset Management is seeking Sales Analysts based in the New York Metropolitan area.  In this entry-level role, you will support Sales Leaderships’ strategic and tactical initiatives to help meet/exceed established sales goals among our exchanged traded funds (“ETFs”).  We are seeking candidates with a positive winning attitude and a desire to continue along a sales career path.  Eligible to sit for FINRA Series 7 & 63 licensing exams after 12-months of successful service.

Success in this role would be achieved by:

  • Spearheading various support initiatives and ad hoc projects:
  • Maintaining proprietary database records
  • Garnering a strong understanding of the WisdomTree’s products, services, & competitive landscape and the consultative sales process

Experience and Required skill set:

  • BS/BA degree required along with strong academic record
  • Ability to succeed in a challenging and fast paced environment
  • Excellent verbal, written, and presentation communication skills
  • High degree of professional maturity
  • Discipline to work remote from home as needed
  • Live within a reasonable commuting distance from our Midtown Manhattan office
  • Proficient in SalesForce CRM and Excel
  • Strong character references 

For New York City only:

The base salary range for this position is $55,000 - $60,000. 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.

#LI-DNP


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.

 

 

 

Top Skills

Excel
Salesforce CRM
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The Company
New York, New York
8 Employees
On-site Workplace

What We Do

WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors 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 next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com.

Please visit us on Twitter at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

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