WisdomTree, Inc.

Artificial Intelligence

• Support day-to-day AI enablement efforts across business teams
• Help design, test, and refine prompts, reusable workflows, and AI playbooks
• Assist with building and maintaining lightweight AI solutions, including custom GPTs, internal assistants, workflow prototypes, and Microsoft-based automations
• Partner with internal stakeholders to identify repetitive tasks and opportunities for AI-assisted automation and workflow improvement
• Help design and support AI-enabled workflows and lightweight business solutions using Microsoft tools such as Power Apps, Power Automate, Copilot Studio, and related platforms
• Create clear documentation, user guides, training materials, and best practices for AI tools and workflows
• Help deliver AI training sessions, office hours, demos, and role-specific support
• Gather user feedback and identify opportunities to improve adoption, usability, and impact
• Evaluate new AI tools and platforms and summarize findings for business users
• Assist with testing outputs, validating quality, and promoting responsible AI use
• Help evaluate AI outputs, workflows, and automations for quality, reliability, and business usefulness
• Help track AI requests, pilot activity, enhancement opportunities, and follow-up items across projects
• Support cross-functional AI projects from idea stage through pilot deployment
• Collaborate closely with the AI Solutions Analyst on solution design, rollout, testing, and user support

AI Enablement Analyst

Business Analyst

• Help build and maintain lightweight AI solutions, including custom GPTs, internal assistants, automations, workflow prototypes, and Microsoft-based business solutions
• Assist with experimentation and early development of agent-based use cases, including solutions built within Microsoft Azure / Microsoft Foundry environments
• Help design, test, and refine prompts, reusable workflows, and AI playbooks
• Partner with internal stakeholders to identify repetitive tasks and opportunities for AI-assisted automation
• Build and support AI-enabled workflows and lightweight business solutions using tools such as Power Apps, Power Automate, Copilot Studio, custom GPTs, and related platforms
• Support testing, QA, and iterative improvement of AI tools and workflows
• Create documentation, technical notes, and user-friendly guidance to support solution deployment and adoption
• Assist with evaluating new AI tools, platforms, and use cases for business applicability
• Help evaluate AI outputs, workflows, and automations for quality, reliability, and business usefulness
• Help track AI requests, pilot activity, enhancement opportunities, and follow-up items across projects
• Exercise sound judgment when working with confidential information, internal processes, and AI-generated outputs
• Work with the AI Enablement Analyst to support training sessions, demos, office hours, and user rollout activities
• Track common issues, user feedback, and improvement opportunities to enhance solution quality and usability
• Assist with governance-oriented practices such as validating outputs, monitoring usability, and promoting responsible AI use
• Support cross-functional AI projects from idea stage through pilot deployment
• Build familiarity over time with training delivery, end-user support, adoption strategies, and business-facing enablement

AI Solutions Analyst

Financial Planning and Analysis

• Set the vision and lead the Financial and Business Intelligence function, establishing the operating model, priorities, standards, and talent strategy for a firmwide capability that serves as WisdomTree’s central source of business and financial insight.
• Own the firm’s management information and executive insight agenda, ensuring that reporting, dashboards, and performance reviews are accurate, timely, decision-oriented, and broadly adopted across the organization.
• Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including accountability for data quality, metric definitions, controls, governance, and the integrity of underlying ETL and reporting processes.
• Generate proactive business intelligence and strategic insight by identifying trends, anomalies, risks, and growth opportunities, and translating data into clear recommendations that improve commercial, product, and financial decision-making.
• Lead forecasting, scenario analysis, and performance diagnostics to support resource allocation, business planning, client and channel strategy, and senior management decision-making.
• Partner with senior leaders across Sales, Marketing, Research, Finance, and Technology/Data to align KPIs, evaluate business performance, and embed a consistent, enterprise-wide view of results and opportunities.
• Build and manage a distributed team model, with analytics partners aligned to major business areas while maintaining centralized standards, shared tooling, common definitions, and consistent governance across the function.
• Advance the use of AI and automation across the intelligence lifecycle, applying modern tools and agentic workflows to improve analytical speed, insight generation, forecasting quality, reporting efficiency, and self-service decision support.

Head of Financial and Business Intelligence

Crypto

• Support the execution of integrated marketing campaigns across email, website, and digital channels.
• Assist in preparing and submitting marketing materials for internal review and approval across stakeholders.
• Track campaign timelines and coordinate next steps to help ensure projects move efficiently from draft to launch.
• Support updates to Digital Assets website content, including product pages, landing pages, and campaign-related materials.
• Provide coordination and logistical support for conferences and events, including marketing materials, timelines, and cross-functional alignment.
• Conduct thorough quality assurance reviews of campaign assets, including emails, landing pages, links, tracking parameters, and disclosures.
• Maintain organized campaign calendars, documentation, and marketing archives.
• Support operational and time-sensitive communications across the Digital Assets platform.
• Collaborate closely with marketing, product, and cross-functional partners to maintain alignment and execution excellence.

Marketing Coordinator – Digital Assets

General Counsel

• Provide legal advice and guidance across a broad range of corporate and commercial matters affecting the business.
• Draft, review and negotiate a variety of commercial agreements, including master services agreements, SaaS agreements, consulting agreements, vendor and marketing agreements, data and IP licensing agreements, NDAs and strategic collaboration agreements.
• Support corporate transactions, including mergers, acquisitions, strategic investments, financings and related documentation and due diligence activities.
• Assist with public company and corporate governance matters, including board and committee materials, SEC reporting support and corporate recordkeeping.
• Conduct legal research and analysis to ensure compliance with applicable laws and regulations, including evolving and emerging legal frameworks such as data privacy, artificial intelligence and other emerging technologies.
• Collaborate closely with internal stakeholders across business, finance, compliance, technology and operations teams and across other legal teams within the business.
• Manage outside counsel on discrete matters and transactions as needed.
• Contribute to the development and improvement of internal legal processes, templates and policies to support scalability and efficiency.

AI Enablement Analyst

AI Solutions Analyst

Head of Financial and Business Intelligence

Marketing Coordinator – Digital Assets

Senior Corporate Counsel