Director - US Offshore ETF Distribution

Wisdom Tree 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
.

• Develop and execute a distribution strategy for Wisdom Tree 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 Wisdom Tree’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

• 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 (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 Charter holder desired

• 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

$115,000 - $140,000 a year

• 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 Wisdom Tree’s benefits plans and policies

Wisdom Tree 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.