Director – US Offshore ETF Distribution

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🕒 Abril 15

🐊 Florida – Remoto

🐊 Florida – Remote

💵 $115.000 - $140.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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WisdomTree, Inc.

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51 - 200 funcionários

WisdomTree é uma inovadora financeira global, oferecendo um portfólio diversificado de produtos financeiros de classe mundial negociados em bolsa (ETPs), modelos e soluções. Capacitamos investidores a moldar seu futuro e apoiamos profissionais financeiros a melhor atender seus clientes e expandir seus negócios. WisdomTree está aproveitando a mais recente infraestrutura financeira para criar produtos que fornecem acesso, transparência e uma experiência do usuário aprimorada. Com base em nossa herança de inovação, também estamos desenvolvendo produtos e estruturas digitais de última geração, incluindo fundos digitais e ativos tokenizados, além de nossa carteira digital nativa no blockchain, WisdomTree Prime™. Para mais informações sobre a WisdomTree e o WisdomTree Prime™, visite: https://www.wisdomtreeprime.com. Visite-nos no Twitter em @WisdomTreeNews. WisdomTree® é o nome de marketing da WisdomTree, Inc. e suas subsidiárias em todo o mundo.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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