WisdomTree, Inc.

Business Analyst

• Support cross-functional initiatives that help scale the Portfolio Solutions platform
• Maintain and enhance dashboards, business reports, and usage analytics to track KPIs and identify growth opportunities
• Drive process improvements related to platform delivery, CRM automation, model update workflows, and advisor experience
• Support the creation and refinement of marketing content, tools, and reporting that help advisors and distribution teams engage more effectively
• Participate in ad-hoc projects as needed

Portfolio Solutions Business Analyst

Director

• Develop and execute a distribution strategy for WisdomTree ETFs and investment solutions within the U.S. Offshore / International Wealth channel
• Cover and develop relationships across key financial centers, including Miami, Houston, San Diego, New York, and other markets serving offshore investors
• Build and maintain relationships with major U.S. wirehouse platforms, including Morgan Stanley, UBS, Merrill Lynch, and Raymond James
• Develop relationships with Latin American private banks and international wealth managers serving offshore clients
• Build 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 platforms
• Drive ETF adoption and asset growth across offshore intermediary channels
• Deliver investment presentations, portfolio insights, and ETF education to advisors and institutional clients
• Promote WisdomTree’s differentiated capabilities including thematic ETFs, commodities strategies, and digital asset solutions
• Partner with internal teams including Investment Strategy, Capital Markets, Product, and Marketing to deliver client-focused solutions
• Organize and participate in client meetings, roadshows, conferences, and educational events
• Maintain a strong pipeline of opportunities and track activity through CRM systems
• Provide market intelligence and client feedback to support product development and distribution strategy

Portfolio Solutions Business Analyst

Director – US Offshore ETF Distribution