Director - US Offshore ETF Distribution
New
RemoteFull-TimeDirector
Salary115,000 - 140,000 USD per year
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Job Details
- Languages
- Spanish, English, Portuguese
- Experience
- 7+ years
- Required Skills
- Business DevelopmentRelationship management
Requirements
- 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
- Fluency in Spanish and English
- Portuguese language skills (highly helpful)
- FINRA Series 7 and 63/66 licenses (preferred)
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
- Drive ETF adoption and asset growth across offshore intermediary channels
- Deliver investment presentations, portfolio insights, and ETF education to advisors and institutional clients
- 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
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