Women Investment Professionals: Empowering Aspiring Women

Consultant Relations Analyst

New York

Posted 9 | 12 | 17

WisdomTree Asset Management is seeking a Consultant Relations Analyst (CRA) to be based in our Midtown Manhattan headquarters. In this role, you will work closely with a Consultant Relations Manager(s) to increase WisdomTree’s presence and usage within the consultant community. We are seeking candidates with a strong knowledge of the asset management industry and a winning attitude. A successful CRA is a results oriented individual who is able to work independently, under time constraints, and consistently produce thorough, accurate and timely deliverables. The individual should have a solid understanding and curiosity of investment products, a thorough knowledge of the institutional market, coupled with strong interpersonal, analytic and project management skills. This individual will promote sharing and exchange of knowledge and trends across the sales team and greater organization.

• Maintain a working knowledge of the Institutional Marketplace including trends & search activity across the various consultants and plan types including pensions, E&F, DC, Insurance, Hospitals and more
• Become an expert on WisdomTree and our strategies including equity, fixed income & liquid alternatives
• Assist the Consultant Relations Manager in all aspects of territory management from collecting knowledge of the different consulting firms and their individual contacts and using that information to develop and execute a business plan
• Coordinate consultant meeting invites, preparation and follow up
• Partner closely with the broader firm to respond to dead-line driven common client requests, ad hoc queries and request for proposals (RFP)
• Serve as the project manager overseeing all input and output of Institutional Databases
• Customize sales & marketing content and materials (emails, newsletters, blogs, presentations, whitepapers) to make it applicable and engaging to institutional consultants
• Prepare internal & external reports using various sources and systems, relying heavily on Microsoft Excel and other tools to help streamline and manage the ongoing reports

Skills & Experience:
• BS/BA required, preferably in Finance, Economics or a related field
• Current Series 7 and 63 preferred
• 2-7 years of Institutional Investment experience
• Proven understanding of the asset management industry & institutional investment marketplace
• Excellent interpersonal, communication (written & verbal), organizational, and presentation skills as well as strong strategic, analytical and problem solving skills
• Ability to prioritize and multitask in a challenging and fast paced environment
• High level of self-motivation, with strong integrity & ethics
• Proficiency with web-based CRM, Microsoft Office, Outlook, Excel, PowerPoint & eVestment required
• Strong character references and a clean compliance record

Here is a direct link to apply https://wisdomtree.breezy.hr/p/f69b379b2c2e01