
WisdomTree, Inc.
Remote Jobs
3 Jobs
• 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
• Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest region. • Initiate, build, and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms. • Deliver engaging presentations and insights on WisdomTree’s ETF offerings, model portfolios, and value-added resources. • Provide relevant research, data, and due diligence materials to support Financial Advisor decision-making throughout the sales cycle. • Collaborate with internal teams, including marketing, product development, and research, to align sales strategies with overall business objectives. • Represent WisdomTree at regional events, conferences, and advisor meetings, showcasing the company’s commitment to innovation and excellence. • Monitor industry trends and competitor activity to inform and enhance sales strategies
• Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest region. • Initiate, build, and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms. • Deliver engaging presentations and insights on WisdomTree’s ETF offerings, model portfolios, and value-added resources. • Provide relevant research, data, and due diligence materials to support Financial Advisor decision-making throughout the sales cycle. • Collaborate with internal teams, including marketing, product development, and research, to align sales strategies with overall business objectives. • Represent WisdomTree at regional events, conferences, and advisor meetings, showcasing the company’s commitment to innovation and excellence. • Monitor industry trends and competitor activity to inform and enhance sales strategies.