About the roleWisdomTree is seeking an experienced sales professional to drive distribution of its ETF and investment solutions across the U.S. Offshore/International Wealth channel. This individual will be responsible for developing and expanding relationships with financial intermediaries serving non-U.S. investors, including international private banks, offshore broker-dealers, RIAs, and family offices.The role will focus on growing ETF adoption, strengthening client relationships, and increasing assets under management within the offshore wealth market across key U.S. financial hubs serving international investors, including Miami, Houston, San Diego, New York, and other major offshore wealth centers.Key ResponsibilitiesDevelop and execute a distribution strategy for WisdomTree ETFs and investment solutions within the U.S. Offshore / International Wealth channelCover and develop relationships across key financial centers, including Miami, Houston, San Diego, New York, and other markets serving offshore investorsBuild and maintain relationships with major U.S. wirehouse platforms, including Morgan Stanley, UBS, Merrill Lynch, and Raymond JamesDevelop relationships with Latin American private banks and international wealth managers serving offshore clientsBuild and maintain relationships with: International private banks; Offshore broker-dealers; Registered Investment Advisors (RIAs) serving non-U.S. clients; Multi-family offices and global wealth platformsDrive ETF adoption and asset growth across offshore intermediary channelsDeliver investment presentations, portfolio insights, and ETF education to advisors and institutional clientsPromote WisdomTree’s differentiated capabilities including thematic ETFs, commodities strategies, and digital asset solutionsPartner with internal teams including Investment Strategy, Capital Markets, Product, and Marketing to deliver client-focused solutionsOrganize and participate in client meetings, roadshows, conferences, and educational eventsMaintain a strong pipeline of opportunities and track activity through CRM systemsProvide market intelligence and client feedback to support product development and distribution strategyRequired7+ years of experience in asset management sales, ETF distribution, or wealth managementDirect experience covering U.S. Offshore / International Wealth clientsStrong understanding of ETF structures, portfolio construction, and global capital marketsDemonstrated ability to build relationships and raise assets within intermediary channelsExcellent presentation, communication, and relationship management skillsFINRA licenses preferred (Series 7 and 63/66)Multilingual capabilities: Spanish and English; Portuguese is highly helpfulPreferred/Nice to HaveStrong understanding of thematic ETFs, commodities strategies, and digital asset investment solutionsExperience distributing ETFs or passive investment strategiesEstablished relationships with major wirehouse platforms (i.e. Morgan Stanley, UBS, Merrill Lynch, Raymond James) and their international/offshore advisor networksExisting relationships with Latin American private banks and wealth managers serving cross-border clientsFamiliarity with cross-border wealth management and offshore investment structuresAdvanced degree preferred (MBA or Master’s in Finance, Economics, or related field)CFA Charterholder desiredKey CompetenciesRelationship-driven sales approachStrategic business development mindsetStrong investment and market knowledgeCollaborative approach across internal teamsAbility to thrive in a fast-paced, entrepreneurial environmentBenefits for this RoleMedical, dental and vision coverage with multiple plan optionsHealth savings and flexible spending accountsEmployer-paid life, disability and business travel insurance401(k) plan with company matchFlexible paid time offEducational reimbursement programsWellness and fitness activitiesPaid parental leaveVolunteer time offAbout UsWisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and 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 and 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 stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.Work SmartHeadquartered 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 & ValuesWisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree 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.
