WisdomTree, Inc.

Director – US Offshore ETF Distribution

WisdomTree, Inc.

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Salary

💰 $115,000 - $140,000 per year

Job Level

Lead

About the role

  • 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

Requirements

  • 7+ years of experience in asset management sales, ETF distribution, or wealth management
  • Direct experience covering U.S. Offshore / International Wealth clients
  • Strong understanding of ETF structures, portfolio construction, and global capital markets
  • Demonstrated ability to build relationships and raise assets within intermediary channels
  • Excellent presentation, communication, and relationship management skills
  • FINRA licenses preferred (Series 7 and 63/66)
  • Multilingual capabilities
  • Spanish and English
  • Portuguese is highly helpful
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ETF distributionportfolio constructionmarket intelligenceasset management salesrelationship management
Soft Skills
communicationpresentationrelationship building
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66