Summer intern in Substation Engineering Services at PG&E. Working alongside experienced engineers to support substation projects and enhance system reliability in California.
About the role
- Senior Associate managing relationships with Broker-Dealers and RIAs across ETFs and ETF Model Portfolios. Position based in New York City at WisdomTree focusing on revenue targets and engagement strategy.
Responsibilities
- Meet or exceed a $500,000 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.
Requirements
- 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, WebEx, 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.
Benefits
- 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
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