WisdomTree Careers

JOB DESCRIPTION:

WisdomTree Investments is seeking a marketing associate with 4 years agency or client-side experience in financial services marketing. In this role, you will support the marketing team in multi-media production, design, branding and content creation in conjunction with the Company’s overall product distribution efforts.

The ideal Marketing Associate will be an individual who is flexible and adaptable to change as our business grows and develops. Capable of running and managing a number of projects, you must enjoy variety and demonstrate high levels of organization and creative flair whilst at all times prioritizing your workload in order to meet deadlines and key objectives. Excellent attention to detail and high level of accuracy are a must as is the ability to communicate effectively with all teams and departments.

RESPONSIBILITIES INCLUDE:

• Partnering with the firm’s Senior Marketing Manager to drive all multi-media projects: including, conference calls, webinars, podcasts and videos with our senior strategic advisor and other industry thought leaders. This includes acting as a point of contact for key research and compliance partners and helping to oversee our relationship with key vendors and advertising agencies.
• Managing the work flow production of related marketing materials for all multi-media projects. Responsible for intra-department coordination to develop content/ gather/verify data, manage compliance reviews as well as ALPS review and sign off.
• Partnering with gotowebinar & BT conferencing in order to set up and help oversee logistics for events like webinars and conference calls.
• Partnering with the firm’s Senior Marketing Manager & Director of Digital Marketing & Media in development of materials for key strategic online marketing campaigns.
• Assisting team as a user of the company’s eloqua automation system in order set-up, deploy and track email campaigns.
• Completing sales-related and marketing administrative projects that include running marketing and sales reports, conducting research on company and other assignments in database.

REQUIREMENTS INCLUDE:

We're looking for an intelligent, enthusiastic go-getter with a strong desire to learn. The candidate must be highly organized, proactive, and detail-oriented. Excellent writing/proofreading and interpersonal skills necessary. Must thrive in a fast-paced, creative, collaborative environment. Marketing degree and/or marketing experience desired.

• Bachelor's degree (Marketing, Advertising or Communications focus a plus).
• Agency/Financial Services experience preferred.
• Demonstrated ability to use Microsoft Office, the Web as a research tool, Adobe Suite.
• Professional demeanor and ability to work in a corporate environment.
• Possess skills in project management. Strong time management and ability to multitask under aggressive timelines.
• Effective presentation skills.
• Capable of writing reports, procedures and business correspondence.
• Ability to work individually and self-start projects.
• Demonstrate ability to solve problems, analyze systems and data and suggest appropriate solutions.

JOB DESCRIPTION:

WisdomTree Investments is seeking a marketing coordinator with at least 1 year agency or client-side experience in an administrative capacity. In this role, you will support the marketing team with day-to-day tactical projects.

The ideal Marketing Coordinator will be an individual who has great project management skills, is very organized, flexible and adaptable to change as our business grows and develops. Capable of running and managing a number of projects, you must enjoy variety and demonstrate high levels of organization whilst at all times prioritizing your workload in order to meet deadlines and key objectives. Excellent attention to detail and high level of accuracy are a must as is the ability to communicate effectively with all teams and departments.

RESPONSIBILITIES INCLUDE:

• Compliance submissions.
• Addressing minor comments with input from the team.
• Leveraging Admin tool for simple website postings.
• Managing our FINRA letter folder or approval screenshots from our distributor’s Adlit system.
• Supporting direct marketing efforts such as, development of newsletters and email campaigns.
• Assisting with social support, including:
  • Input blogs into the WordPress tool for team review before pushing live.
  • Hootsuite management.
  • Keeping track of social media stats.
  • Ongoing competitive social media monitoring (what others are saying).

REQUIREMENTS INCLUDE:

We’re looking for an intelligent, enthusiastic individual with the ability to learn very quickly. The candidate must be highly organized, proactive, and detail-oriented. Excellent writing/proofreading and interpersonal skills necessary.

• Bachelor's degree (Marketing, Advertising or Communications focus a plus).
• Demonstrated ability to use Microsoft Office, the Web as a research tool, Adobe Suite.
• Professional demeanor and ability to work in a corporate environment.
• Possess skills in project management. Strong time management and ability to multitask.
• Effective presentation skills.
• Ability to work individually and self-start projects.

JOB DESCRIPTION:

WisdomTree Asset Management is seeking an experienced Wholesaler for its Broker/ Dealer Channel in the Midwest Region (IA, IL, WI, MO, MN, NE, KS). The selected candidate will be responsible for sales of our exchange traded funds with financial professionals in the Midwest Region. We are seeking candidates with a strong knowledge of the financial services industry and experience selling into the major wire houses. Experience in the ETP market place preferred.

DESIRED SKILLS & EXPERIENCE:

Core Competencies and qualifications important for success in the Regional Director position:

• Exceptional communication and presentation skills in a variety of settings.
• Minimum of 3-7 years of outside sales experience with a preference in the ETP market.
• Experience building and cultivating relationships with top Financial Advisors in the National Full Service Broker-Dealers; established relationships preferred.
• Success managing Internal Sales partner to gain maximum sales coverage, uncover new sales opportunities and cross sell existing relationships.
• A strategic and collaborative mindset.
• Someone comfortable with a solutions-based approach to selling and can generate ideas and leverage them effectively to deliver sales and asset growth.
• Proven producer and relationship builder with a passion for sales.
• Industry knowledge.
• Proficiency with technology.

OTHER CRITICAL SUCCESS FACTORS:

• Coachability/willingness to learn and grow.
• Energy, enthusiasm, optimism.
• Strong work ethic.
• High degree of integrity.
• Well organized and detail-oriented.
• Demanding travel schedule.

REQUIRED LICENSES/EDUCATION:

• Series 7, 63.
• College degree required, CIMA preferred.

JOB DESCRIPTION:

WisdomTree Asset Management is seeking an experienced RFP Writer. Responsibilities include serving as a project manager, writing and maintaining investment language used within client proposals, and collaborating with sales team and various stakeholders to manage the production and execution of RFPs/RFIs. This individual will also have responsibility for completing due diligence, client and consultant questionnaires and updating existing data. The successful candidate will have experience or in-depth knowledge of the asset management industry. Relevant experience with institutional investors, as well as product knowledge relating to ETPs, fixed income, equity and alternative asset classes would be distinct advantages.

KEY RESPONSIBILITIES:

• Completing and coordinating high quality and accurate RFPs, RFIs, DDQs and consultant questionnaires.
• Develop and follow RFP process/guidelines and effectively manage timelines while meeting internal and external deadlines.
• Crafting new and more complex RFP responses, as well as enhancing existing language.
• Work effectively with various internal groups to process and obtain relevant information for questions.
• Manage process of RFP production/assembly including ongoing communication, relationship development and teamwork with Sales team members and subject matter experts throughout the firm; focus on collaboration and drive toward strategic priorities.
• Implement/Develop and oversee content management database, processes, policies and procedures.
• Analyze and prepare quarterly metrics reports, quantifying levels of activity, to include the number of RFPs, by client segment and strategy.
• Focus on continuous improvement and streamlining related to RFP language, process, consultant database content, AUM and personnel reporting, etc.
• Assist on other projects as assigned.

DESIRED SKILLS & EXPERIENCE:

• 3+ years of experience in the investment management industry, with a minimum 2 years of RFP or business writing experience.
• Bachelor’s degree in related field preferred or equivalent work experience.
• Superior writing and editorial abilities.
• Understanding of investment products.
• Knowledge of consultant database reporting.
• Excellent analytical and communication skills.
• Proven ability to apply judgment, creativity, and writing skills in developing and editing customized responses.
• Strong commitment to quality control with focus on data integrity and compliance.
• Positive, collegial approach and a high level of professionalism.
• Ability to work on multiple assignments and complete high-quality work against strict and competing deadlines dictated by clients, prospects, and consultants.
• Proficiency in MS Office (Word, Excel, PowerPoint).

JOB DESCRIPTION:

WisdomTree Asset Management, Inc. is seeking multiple Regional Associates to join our RIA & Wirehouse Internal Sales Teams based in our Midtown Manhattan headquarters. In this role, you will work closely with Regional Sales Directors to increase sales of our exchange traded funds across registered investment advisors or wealth management teams at the major broker-dealers. We are seeking candidates with a strong knowledge of and a passion for the financial services industry.

KEY RESPONSIBILITIES:

• Proactively contact key financial advisors via phone calls and emails.
• Prospect for new clients via proprietary databases, conference attendees, mass media and referrals.
• Deliver value added commentary, research, data, and due diligence material to financial advisors throughout the sales cycle.
• Partner with the Regional Director to initiate and maintain a pipeline of prospects and clients.
• Promote sharing and exchange of industry knowledge and trends across the sales team and greater organization.
• Travel within the territory quarterly and attend industry conferences when appropriate.

JOB QUALIFICATIONS:

• BS/BA required, business related degree preferred. Additional advanced degrees or certifications a plus.
• Current Series 7 and 63 required.
• 2+ years experience with a financial services company specializing in ETFs, mutual funds, or separate accounts.
• Proven understanding of the asset management industry and ability to develop relationships with portfolio managers and research analysts.
• Ability to succeed in a challenging and fast paced team environment.
• Excellent verbal and written communication skills.
• Proficiency with web-based CRM, Microsoft Office, and Outlook.
• Strong character references and a clean compliance record.