Director - US Offshore ETF Distribution
WisdomTree, Miami, FL, United States
WisdomTree is seeking an experienced sales professional to drive distribution of its ETF and investment solutions across the U.S. Offshore/International Wealth channel.
Key Responsibilities
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 Qualifications
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 highly helpful)
Preferred / Nice to Have
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 (Morgan Stanley, UBS, Merrill Lynch, Raymond James) and their international/or 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
Salary: $115,000 - $140,000 a year
Benefits for this Role
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
Volunteer time off
All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.
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.
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Key Responsibilities
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 Qualifications
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 highly helpful)
Preferred / Nice to Have
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 (Morgan Stanley, UBS, Merrill Lynch, Raymond James) and their international/or 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
Salary: $115,000 - $140,000 a year
Benefits for this Role
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
Volunteer time off
All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.
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.
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