Senior Associate, Advisor Solutions

Senior Associate, Advisor Growth Solutions

We are seeking Senior Associates to join our New York City headquarters. The ideal candidate combines strong intrinsic motivation with exemplary communication, presentation, and interpersonal capabilities, and thrives within a high-performance, goal-driven culture.

• Meet or exceed run-rate revenue target across ETFs and ETF Model Portfolios.
• Initiate and maintain relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel).
• Demonstrate a solid understanding of ETF users and key high-growth firms within the territory.
• Execute an engagement strategy that delivers value-added resources, research, data, and due-diligence materials throughout the sales cycle.

• 3+ years of experience in the financial services industry with proven track record of sales success, specializing in ETFs, mutual funds, or separate accounts.
• Excellent presentation, verbal, and written communication skills.
• Ability to succeed in a challenging and fast-paced environment; a team player who actively participates in team initiatives.
• Strong time management and organizational skills.
• Proficiency in Salesforce, Zoom, Microsoft Teams, Web Ex, and Power BI.
• Strong character references and a clean compliance record.

• FINRA Series 7 & 63 licenses in good standing.
• BS/BA required; a business-related degree preferred.
• Additional advanced degrees or certifications are a plus.

Base salary range of $85,000 through $93,000. **

• Annual discretionary bonus, payable in cash and/or equity securities consistent with Wisdom Tree’s policies and procedures, and subject to the terms and conditions of Wisdom Tree’s equity plan.

** Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living).

Wisdom Tree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:

• Medical, dental and vision coverage with multiple plan options;
• Health savings and flexible spending accounts;
• Employer-paid life, disability and business travel insurance;
• 401(k) plan with company match;
• Flexible paid time off;
• Educational reimbursement programs;
• Wellness and fitness activities;
• Paid parental leave; and
• Volunteer time off.

All such benefits are subject to the terms and conditions of Wisdom Tree’s benefits plans and policies.

Wisdom Tree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stable coins, as well as our blockchain-native digital wallet, Wisdom Tree Prime®, and institutional platform, Wisdom Tree Connect™.

We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Headquartered in New York City, Wisdom Tree 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.

Wisdom Tree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to being the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. Wisdom Tree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team.

We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Learn more at

Wisdom Tree is proud to be an Equal Opportunity Employer, committed to the 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.