Director - US Offshore ETF Distribution

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 .

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 is 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/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 knowledgeCollaborative approach across internal teams

Ability to thrive in a fast-paced, entrepreneurial environment

$115,000 - $140,000 a year

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

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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