What are the responsibilities and job description for the Director - US Offshore ETF Distribution position at WisdomTree?
WisdomTree 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.
\n- 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
- Required: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
- Strong understanding of thematic ETFs, commodities strategies, and digital asset investment solutions
- Experience distributing ETFs or passive investment strategies
- Established relationships with major wirehouse platforms (i.e. Morgan Stanley, UBS, Merrill Lynch, Raymond James) and their international/offshore advisor networks
- Existing relationships with Latin American private banks and wealth managers serving cross-border clients
- Familiarity with cross-border wealth management and offshore investment structures
- Advanced degree preferred (MBA or Master’s in Finance, Economics, or related field)
- CFA Charterholder desired
Key Competencies
- Relationship-driven sales approach
- Strategic business development mindset
- Strong investment and market knowledge
- Collaborative approach across internal teams
- Ability to thrive in a fast-paced, entrepreneurial environment
Benefits for this Role:
WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
· 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
All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.
About Us:
WisdomTree 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.
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information.
Work Smart:
Headquartered 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 & Values:
WisdomTree 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.
Learn more at https://www.wisdomtree.com
WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
Salary : $115,000 - $140,000