WisdomTree Careers

About WisdomTree

WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 79 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $56.34 billion in assets under management.

WisdomTree is always looking for the highest caliber talent in the industry. If you are interested in joining a dynamic, fast paced environment we encourage you to browse our open positions and apply. WisdomTree is an equal opportunity employer.

Resumes: Please send all resumes to hr@wisdomtree.com with the job title in the subject line.

Current Available Positions

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Database Engineer

Job Description

WisdomTree is looking for a highly competent and motivated individual to lead the design and development of our data platforms. The primary responsibilities include developing database solutions for managing and analyzing our operational and customer data, and owning, tracking and resolving database-related incidents and requests.

The Database Engineer role requires very capable technical skills (especially in MS SQL Server), significant experience of architecting and developing operational databases and their usage for business analytics, a service-oriented mentality, ability to communicate with technology customers to keep them updated on project and issue status, and comfort initiating and performing changes on production systems.

During your interview you will be asked to discuss a project or particular piece of technology that excites you. We will ask you questions on that project or piece of technology in order to get a better understanding of the depth of your knowledge.

This role requires good communication skills. If you have a blog then please pass along the URL so we can review your work. If you do not actively blog that is fine, but you should be prepared to show us an example of something you have written previously if we should happen to ask.

 

Skills & Experience

  • Experience with architecture, design, and development of MS SQL Server databases (SQL Server 2005/14)
  • Experience implementing physical database objects, managing data, building/extending toolsets, development using TSQL, transactions, error handling and detecting and correcting bugs and inefficient code within SQL scripts
  • Strong proficiency and working experience building applications in the Microsoft Business Intelligence stack, (SSIS, SSRS, SSAS)
  • Experience in troubleshooting and resolving database problems
  • Experience with backups, restores and recovery models
  • Knowledge of indexes, index management, and statistics
  • Great communication and documentation skills.

Preferred Experience

  • Strong business analysis skills with prior experience of analyzing and documenting business needs, identifying potential solutions, and developing an argument for one solution over all others
  • Involvement with the MSSQL Server Community; membership in PASS, active in forums or newsgroups
  • Certification is a plus; MCTS, MCITP, MVP
  • Previous experience in either a teaching or volunteer role.

Fixed Income Quantitative Strategist

Job Description

WisdomTree Asset Management is an exciting and growing leader in the ETF industry that offers great benefits in a fast paced, friendly, business casual environment. We are looking for a Quantitative Strategist within our Fixed Income and Currency Group. This candidate will focus on developing quantitative based strategies that can be incorporated into both passively managed indices and rules-based investment processes for active funds. This role will report to the Head of Fixed Income and Currency.

Responsibilities:

  • Serve as a primary developer of quantitative based fixed income and multi-asset strategies for creating future products and enhancing existing products
  • Assist Head of Fixed Income in positioning quantitative based products to the sales force and larger external clients
  • Work to develop internal models to enhance investment decision making and risk management
  • Develop written content on fixed income index construction, risk management, and quantitative solutions
  • Work with external clients in developing quantitative solutions to their fixed income challenges

Skills & Experience:

  • 3-7 years of experience, 3+ years focused on fixed income markets
  • Exceptional quantitative and qualitative skills
  • Broad based knowledge of empirical methods for fixed income markets
  • Strong writing skills and presentation skills, specifically to sophisticated clients
  • Proficiency in Bloomberg and portfolio analytical systems (i.e. Yield Book, FactSet, Barclays POINT)
  • Programming experience preferred
  • Previous ETF industry experience a plus
  • Series 7 License preferred
  • Team player

 

Full-time Marketing Associate

Job Description

WisdomTree Investments is seeking a marketing associate with 3-4 years agency or client-side experience in financial services marketing. Must have understanding of web technologies, disciplines required to drive traffic to websites and Google Webmaster Tools & Analytics products. In this role, you will support the marketing team in planning, defining and managing implementation of website changes and functional improvements. The ideal Marketing Associate will be an individual who is flexible and adaptable to change as our business grows and develops. Capable of running and managing a number of projects, you must enjoy variety and demonstrate high levels of organization and creative flair whilst at all times prioritizing your workload in order to meet deadlines and key objectives. Excellent attention to detail and high level of accuracy are a must as is the ability to communicate effectively with all teams and departments

Responsibilities:

The successful candidate will function as the Webmaster while reporting to the Director of Digital Marketing, with latitude for independent initiative and judgment. The candidate will be responsible for technical design and implementation of the site. Specific Duties Include:
 

  • Planning, directing, and executing measurable and continuous improvements to the site
  • Analyzing organizational needs and consulting with stakeholders in design and implementation
  • Ensuring website availability and maintaining website security
  • Editing creative content on the site
  • Primary administrator and orchestrator of site content
  • Troubleshooting site, solving and discovering issues with content, links, navigation, and user experience
  • Reviewing statistics and monitoring analytics, maintaining the website's health
  • Coordinating web activities with other business areas, affiliates
  • Staying educated on latest web technologies as they change, and applying web technologies to meet business objectives

Requirements:

We’re looking for an intelligent, enthusiastic go-getter with a strong desire to learn. The candidate must be highly organized, proactive, and detail-oriented. Excellent writing/proofreading and interpersonal skills necessary. Must thrive in a fast-paced, creative, collaborative environment. Marketing degree and/or marketing experience desired.
 

  • Must have at least 3-4 years of satisfactory full-time experience in web development
  • Understand of basic web technologies (FTP, browsers, basic HTML, data files)
  • Understand disciplines required to drive traffic to websites (PPC, SEO, email marketing, link generation, online PR, offline marketing and PR, etc)
  • Understand Google products such as Webmaster Tools & Analytics
  • Familiar with data management
  • Excellent PC skills, the ability and willingness to investigate new technologies
  • Strong communication and organizational skills are a plus, along with strong business acumen

Apply To Instructions:

Interested candidates should submit a cover letter and resume to hr@wisdomtree.com

 

 

Fund Manager

WisdomTree is seeking a Fund Manager to assist in review and preparation of regulatory reports and oversight of all accounting functions related to the WisdomTree family of Exchange Traded Funds. This position will report to the Assistant Treasurer within the Fund Accounting & Administration department.  The ideal candidate will have at least five to seven years of experience in fund accounting and administration.  He or she must be a reliable self-starter, possess excellent communication skills and be comfortable dealing with various internal and external service providers. This position also requires an organized, efficient, results-oriented individual with strong critical thinking skills.  

About WisdomTree

WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York.  WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies.  WisdomTree currently has approximately $64.2 billion in assets under management globally.  

Job Description

Responsibilities include but not limited to: 

  • Daily oversight of NAV calculation and fund accounting activities
  • Reviewing of financial statements 
  • Coordinating financial statement process and interfacing with legal and fund auditors to answer questions and resolve issues
  • Assisting in the preparation and review of regulatory filings such as SEC Forms N-SAR, N-CSR, N-Q, N-PX, 24F-2, and IRS Form FBAR
  • Assisting in the preparation and review of fund prospectuses and SAIs 
  • Reviewing daily, monthly and ad hoc requests for fund information (i.e. expense ratios, fund fact sheets, fund performance, fund surveys, and other statistical data) 
  • Assisting in the preparation of quarterly board report materials  
  • Calculating and facilitating payment of management and sub-advisory fees 
  • Assisting in the preparation and review of income and capital gain distributions 
  • Reviewing IRS quarterly diversification tests 
  • Reviewing monthly proxy voting reports  
  • Special projects as needed 

Basic Qualifications 

  • 5-7 years of fund accounting and administration experience  
  • Bachelor’s degree in Accounting or Finance 
  • Proficient with Bloomberg and Microsoft Office applications (e.g. Excel, Word, Access, PowerPoint) 
  • Excellent communication (oral and written) and interpersonal skills 
  • Highly motivated to succeed 
  • Ability to work independently and also as part of a team 
  • Strong analytical and critical thinking skills 

Preferred Qualifications 

  • Understanding of ETF back-office operations  
  • Knowledge and understanding of derivatives a plus but not required 

WisdomTree is an Equal Opportunity Employer, committed to diversity and consideration of all applicants for all positions without regard to color, ethnic background, religion, sex, gender identity, sexual orientation, national origin, age, and disability status.

Private Wealth Management, Regional Director

Job Description

WisdomTree’s Private Wealth Management (PWM), Regional Director is on the Sales team and reports to the RIA National Sales Manager. The PWM, Regional Director will serve as the regional relationship manager for private banks in the U.S.

Responsibilities:

  • Distribution of WisdomTree’s exchange-traded funds within the largest U.S. private banks
  • Develop new business opportunities using a consultative sales approach within a defined geographic territory
  • Work closely with the PWM, National Accounts Manager to identify new opportunities and establish a regional presence within the PWM regional offices
  • Deliver regional presentations to current and prospective clients through office visits, conference calls, seminars and conferences
  • Manage day-to-day operational duties of your territory to include: managing and tracking sales, lead flow, manage and maintain CRM database, report weekly activities and annual regional marketing budget
  • Ability to explain the ETF structure and benefits versus traditional mutual funds and SMA strategies
  • Maintain and develop knowledge of the ETF and mutual fund industry as well as competitor products and sales strategies to better deliver WisdomTree’s value proposition
  • Ability to adhere to a demanding travel schedule

Skills & Experience:

  • Experience in the ETP market place preferred
  • Experience building and cultivating relationships within the largest US Private Banks; established relationships preferred
  • Exceptional written and verbal communication and presentation skills
  • Success managing Internal Sales partner to gain maximum sales coverage, uncover new sales opportunities and cross sell existing relationships
  • Strategic and collaborative mindset
  • Solutions-based approach to selling
  • Ability to generate ideas and leverage them effectively to deliver sales and asset growth
  • Minimum of 2 years of outside sales experience with private banks, preferably within the ETP market

Qualifications & Certifications:

  • BA/BS required with an emphasis on finance or economics preferred
  • MBA, CFA, CIMA, CFP or other advanced degree/certification is highly desirable
  • Prior experience working within the Private Bank channel and knowledge of bank trust custodial platforms is preferred
  • Analytical skills necessary to analyze and interpret complex investment strategies to influence the sales of WisdomTree’s ETFs
  • Series 7 and 66 required
  • Clean U-4 and no prior-firm contractual restrictions regarding distribution of investment products

 

Regional Associate

Job Description

WisdomTree Asset Management is seeking Internal Regional Sales Associates across our sales team based in our Midtown Manhattan headquarters. In this role, you will work closely with an established Regional Sales Director to increase sales of our exchange traded funds (“ETFs”). We are seeking candidates with a strong knowledge of the financial services industry and a winning attitude.

  • Partner with Regional Directors to initiate and maintain a sales pipeline of Prospects via proprietary databases, mass media and referrals
  • Proactively contact key individuals via phone calls and targeted emails
  • Deliver value added commentary, research, data, and due diligence material to Advisors throughout the sales cycle
  • Promote sharing and exchange of industry knowledge and trends across the sales team and greater organization
  • Travel within the territory quarterly and attend industry conferences when appropriate

Skills & Experience:

  • BS/BA required, business related degree preferred. Additional advanced degrees or certifications a plus
  • Current Series 7 and 63 preferred
  • 1-2 years’ experience with a financial services company specializing in ETFs, mutual funds, or separate accounts
  • Proven understanding of the asset management industry and ability to develop relationships with sophisticated Plan Sponsors, Portfolio Managers and Research Teams
  • Ability to succeed in a challenging and fast paced team environment
  • Excellent verbal and written communication skills
  • Proficiency with web-based CRM, Microsoft Office, and Outlook
  • Strong character references and a clean compliance record

 

Regional Director

Job Description

WisdomTree Asset Management is seeking an experienced Wholesaler for its Broker/Dealer Channel in the Central East region (IN, MI, OH, PA). The selected candidate will be responsible for sales of our exchange-traded funds with financial professionals in the Central East states. We are seeking candidates with a strong knowledge of the financial services industry and experience selling into the major wire houses. Experience in the ETP marketplace preferred.

Core Competencies & Qualifications:

  • Exceptional communication and presentation skills in a variety of settings
  • Minimum of 3-5 years of outside sales experience with a preference in the ETP market
  • Experience building and cultivating relationships with top Financial Advisors in the National Full Service Broker-Dealers; established relationships preferred
  • Success managing Internal Sales partner to gain maximum sales coverage, uncover new sales opportunities and cross sell existing relationships
  • A strategic and collaborative mindset
  • Someone comfortable with a solutions-based approach to selling and can generate ideas and leverage them effectively to deliver sales and asset growth
  • Proven producer and relationship builder with a passion for sales
  • Industry knowledge
  • Proficiency with technology

Skills & Experience:

  • Coachability/willingness to learn and grow
  • Energy, enthusiasm, optimism
  • Strong work ethic
  • High degree of integrity
  • Well organized and detail-oriented
  • Demanding travel schedule

Required Licenses & Certifications:

  • Series 7, 63
  • College degree required, CIMA preferred

 

Systems Network Analyst

Job Description

  • WisdomTree is looking for a System/Network Analyst to maintain the stability and configuration of the server and network environments. Systems / Network Analyst is expected to be aware of industry developments in their domain; will engage regularly with Business Analyst / Developers to understand technologies needed to support solutions.
  • Manage and track incidents; ensure resolution in accordance with SLAs; install and configure new hardware, software, and networking configuration.
  • Create a release plan/documentation for all system changes.
  • Maintain and draw on external network of resources (e.g., vendor development contacts, industry experts) to propose new solutions.

Skills & Experience:

Experience

  • 5+ years of server/systems administration (including Novell eDirectory/OES, SUSE Linux, Windows Server)
  • 5+ years in network administration (Cisco certified)
  • 2+ years experience as Sys admin with MS SQL Server
  • Experience in Financial Services not required

Skills

  • Very good knowledge of and experience in server, client and network operating systems
  • Solid knowledge of TCP/IP, protocol analyzers and remote monitoring tools
  • Good knowledge of Wireless networking (familiarity with Aruba hardware a plus)
  • Good understanding of security policy, technical and physical information security safeguards and system administration
  • Ability to diagnose network and systems problems
  • Ability to design and evaluate solutions within technical domain
  • Ability to quickly prioritize tasks and communicate decisions
  • Information reporting tool experience (e.g., IBM Cognos) is a plus

Qualifications & Certifications:

  • Bachelor’s degree in IT field
  • Relevant certificates in Cisco/Microsoft technology

 


WisdomTree is an Equal Opportunity Employer, committed to diversity and consideration of all applicants for all positions without regard to color, ethnic background, religion, sex, gender identity, sexual orientation, national origin, age, and disability status.