Director - US Offshore ETF Distribution

<p> </p><p>WisdomTree is seeking an experienced sales professional to drive distribution of its ETF and investment solutions across the U.S. Offshore/<strong>International Wealth channel</strong>. 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.</p> <p>The role will focus on <strong>growing ETF adoption, strengthening client relationships, and increasing assets under management within the offshore wealth market</strong> across key U.S. financial hubs serving international investors, including <strong>Miami, Houston, San Diego, New York, and other major offshore wealth centers</strong>.</p> <p></p> <p></p><p><br></p><b>Key Responsibilities</b><div> <ul style="margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Develop and execute a <strong>distribution strategy for WisdomTree ETFs and investment solutions within the U.S. Offshore / International Wealth channel</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Cover and develop relationships across key financial centers, including <strong>Miami, Houston, San Diego, New York, and other markets serving offshore investors</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">Build and maintain relationships with major U.S. wirehouse platforms</span></strong><span style="font-family: Aptos, sans-serif; color: #242424;">, including <strong>Morgan Stanley, UBS, Merrill Lynch, and Raymond James</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Develop relationships with <strong>Latin American private banks and international wealth managers serving offshore clients</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Build and maintain relationships with:</span> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">International private banks</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Offshore broker-dealers</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Registered Investment Advisors (RIAs) serving non-U.S. clients</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Multi-family offices and global wealth platforms</span></li> </ul> </li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Drive <strong>ETF adoption and asset growth</strong> across offshore intermediary channels</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Deliver <strong>investment presentations, portfolio insights, and ETF education</strong> to advisors and institutional clients</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Promote WisdomTree’s differentiated capabilities including <strong>thematic ETFs, commodities strategies, and digital asset solutions</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Partner with internal teams including <strong>Investment Strategy, Capital Markets, Product, and Marketing</strong> to deliver client-focused solutions</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Organize and participate in <strong>client meetings, roadshows, conferences, and educational events</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Maintain a strong pipeline of opportunities and track activity through CRM systems</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Provide market intelligence and client feedback to support <strong>product development and distribution strategy</strong></span></li> </ul> <ul style="margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">Required:</span></strong><span style="font-family: Aptos, sans-serif; color: #242424;">7+ years of experience in <strong>asset management sales, ETF distribution, or wealth management</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Direct experience covering <strong>U.S. Offshore / International Wealth clients</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Strong understanding of <strong>ETF structures, portfolio construction, and global capital markets</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Demonstrated ability to <strong>build relationships and raise assets within intermediary channels</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Excellent presentation, communication, and relationship management skills</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">FINRA licenses preferred (<strong>Series 7 and 63/66</strong>)</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">Multilingual capabilities</span></strong> <ul style="list-style-type: circle; margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Spanish and English</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Portuguese is highly helpful</span></li> </ul> </li> </ul> </div><p><br></p><b>Preferred/Nice to Have:</b><div> <ul style="margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Strong understanding of <strong>thematic ETFs, commodities strategies, and digital asset investment solutions</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Experience distributing <strong>ETFs or passive investment strategies</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Established relationships with <strong>major wirehouse platforms (i.e. Morgan Stanley, UBS, Merrill Lynch, Raymond James)</strong> and their international/offshore advisor networks</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Existing relationships with <strong>Latin American private banks and wealth managers serving cross-border clients</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Familiarity with <strong>cross-border wealth management and offshore investment structures</strong></span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">Advanced degree preferred</span></strong><span style="font-family: Aptos, sans-serif; color: #242424;"> (MBA or Master’s in Finance, Economics, or related field)</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">CFA Charterholder desired</span></strong></li> </ul> </div><p><br></p><b>Key Competencies</b><div> <p style="margin: 0in; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><strong><span style="font-family: Aptos, sans-serif; color: #242424;">Key Competencies</span></strong></p> <ul style="margin-top: 0in; margin-bottom: 8.0pt;"> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Relationship-driven sales approach</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Strategic business development mindset</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Strong investment and market knowledge</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Collaborative approach across internal teams</span></li> <li style="margin: 0in 0in 8pt 0px; line-height: 13.8pt; background: white; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: Aptos, sans-serif; color: #242424;">Ability to thrive in a fast-paced, entrepreneurial environment</span></li> </ul> </div><p><br></p><p></p> <div>$115,000 - $140,000 a year</div> <p><strong style="font-size: 11pt;">Benefits for this Role:</strong></p> <p><span style="font-size: 11pt;">WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">medical, dental and vision coverage with multiple plan options;</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">health savings and flexible spending accounts;</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">employer-paid life, disability and business travel insurance; </span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">401(k) plan with company match; </span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">flexible paid time off;</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">educational reimbursement programs;</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">wellness and fitness activities;</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">paid parental leave; and</span></p> <p><span style="font-size: 11pt;">·</span><span style="font-size: 7pt;">       </span><span style="font-size: 11pt;">volunteer time off</span></p> <p><span style="font-size: 11pt;"> </span></p> <p><span style="font-size: 11pt;">All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.</span></p> <p><strong style="font-size: 11pt;"> </strong></p> <p><strong style="font-size: 11pt;">About Us:</strong></p> <p><span style="font-size: 11pt;">W</span>isdomTree 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.</p> <p> </p> <p><span style="font-size: 9pt;">*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 </span><a href="https://ww.wisdomtreeprime.com/"><span style="font-size: 9pt;">https://www.wisdomtreeprime.com</span></a><span style="font-size: 9pt;">,  the WisdomTree Prime mobile app or </span><a href="https://wisdomtreeconnect.com/"><span style="font-size: 9pt;">https://www.wisdomtreeconnect.com</span></a><span style="font-size: 9pt;"> for more information. </span></p> <p><strong style="font-size: 11pt;"> </strong></p> <p><strong style="font-size: 11pt;">Work Smart:</strong></p> <p><span style="font-size: 11pt;">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. </span></p> <p><span style="font-size: 11pt;"> </span></p> <p><strong style="font-size: 11pt;">Mission, Vision & Values:</strong></p> <p><span style="font-size: 11pt;">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</span><em><span style="font-size: 11pt;">. </span></em><span style="font-size: 11pt;">We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.</span></p> <p><span style="font-size: 11pt;"> </span></p> <p><span style="font-size: 11pt;">Learn more at </span><a href="https://www.wisdomtree.com/"><span style="font-size: 11pt;">https://www.wisdomtree.com</span></a></p> <p><span style="font-size: 11pt;"> </span></p> <p><em style="font-size: 10pt;">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.</em></p> <p> </p>

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