Third Party Distribution – U.S. Offshore Director

Position: Third Party Distribution – U.S. Offshore (Associate Director / Executive Director)

Location: Miami, FL

Role Overview

The successful candidate will be responsible for the distribution of BTG Pactual Third Party & Asset Management's investment strategies across the U.S. Offshore market, covering financial intermediaries including wirehouses, private banks, RIAs, independent broker-dealers, family offices, and other wealth management platforms.

Key Responsibilities

• Develop and manage relationships with financial advisors, investment consultants, and platform gatekeepers.
• Drive sales of Mutual Funds, ETFs, and Alternative Investment strategies.
• Identify new business opportunities and expand BTG Pactual's presence across the U.S. Offshore market.
• Coordinate closely with portfolio managers, product specialists, and internal teams to deliver investment solutions to clients.
• Represent BTG Pactual at client meetings, conferences, and industry events.
• Maintain a disciplined sales pipeline and CRM activity.
  
  

Qualifications

• 5–10 years of institutional or intermediary distribution experience within asset management.
• Existing relationships across the U.S. Offshore wealth management channel.
• FINRA Series 7 and 63 licenses required.
• Fluent in English and Spanish; Portuguese is a plus.
• Strong understanding of Mutual Funds, ETFs, Fixed Income, Equities and Alternative Investments.
• Ability to travel extensively within the assigned territory.
• MBA and/or professional designations such as CFA or CAIA are considered a strong plus.
  
  

By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.