WisdomTree Careers

About WisdomTree

WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 71 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $62.61 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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Private Wealth Management National Accounts Manager

Job Description

WisdomTree’s Private Wealth Management (PWM) National Accounts Manager is on the Sales team and reports to the Director of National Accounts. The PWM National Accounts Manager serves as a primary relationship manager for private banks in the U.S.


  • Lead WisdomTree’s strategic relationships with the largest U.S. private banks.
  • Develop productive relationships with centers of influence across private banks that result in an understanding of WisdomTree at the organizational level as well as at the product level.
  • Diligently pursue critical mass of WisdomTree product placement across private bank platforms by building relationships with manager research teams and developing a keen understanding of the product evaluation processes.
  • Directly raise assets through the sale of WisdomTree products to private bank firm-driven model portfolio managers where applicable.
  • Seek high-visibility opportunities for the organization, products and thought leadership through centers of influence, such as strategists, product managers, relationship managers and partner portals.
  • Monitor research and strategy content at the private banks then align and promote relevant WisdomTree solutions to key decision makers, as well as the WisdomTree sales team for integration into their interactions with private bankers.
  • Leverage WisdomTree home office key personnel, such as the strategy, research, fixed income and capital markets teams, to expedite the learning curve and forge deeper relationships with influencers.
  • Collaborate with Sales Channel Management, Marketing and Research to create and maintain integrated and coordinated messaging across all distribution channels.
  • Gather, organize and maintain private bank key account intelligence and periodically brief Senior Management and the Sales Team with findings, trends and opportunities.

Skills & Experience:

  • Requires 7 years’ experience within the financial services industry
  • Minimum of 2 years’ relative experience with private banks
  • Strong selling skills required
  • Experience negotiating agreements is a plus
  • Strategic thinking ability to assess opportunities and mitigate risk
  • Strong communication and relationship building skills
  • Self-motivated, competitive, results-oriented mindset
  • Strong understanding of current industry/financial markets
  • Understanding of the various financial products; ETP experience preferred
  • Excellent time management and organizational skills
  • Willingness to travel nationally (estimated 40-50% travel)

Qualifications & Certifications:

  • Series 7 & 63 license in good standing required
  • Bachelor degree required, Masters preferred
  • CIMA®, CAIA, and/or CFA preferred


U.S. Product & Business Development Associate

The Company

    WisdomTree Investments, Inc. (WETF), headquartered in New York, NY, is one of the industry’s leading exchange traded portfolio providers, with approximately $60B in AUM. The company is currently the industry's fifth largest exchange traded fund (ETF) provider and sponsors 70 distinct ETFs that span asset classes and countries around the world. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs beginning in June 2006 and is the only publicly traded asset manager focusing exclusively on the ETF industry. WisdomTree’s AUM has more than tripled in the past 3 years. On revenues of approximately $200 million for the past four quarters, the company has reported pre-tax margins that are among the very top of all publicly traded asset managers, due to its focused and highly-efficient business model.

    In addition to its New York headquarters, WisdomTree has offices in London, where its European operations are based (WisdomTree Europe lists a range of UCITS ETFs as well as inverse and leveraged fully collateralized exchange traded portfolios in various European markets), as well as third party distribution relationships in Latin America, Australia and New Zealand.

Job Description

WisdomTree is seeking an exceptional individual to join its Product Development team. Reporting to the Head of Product Development & Business Development, this person will join a highly collaborative team responsible for developing new exchange traded products to grow the existing business and manage an existing lineup of products. In addition to acute detail orientation skills, the ideal candidate will demonstrate an ability to multitask across numerous disciplines to drive developmental and operational initiatives simultaneously, and the ability to present material to a multitude of constituents. The successful candidate will have experience working with ETFs, with specific experience around strategy evaluation and legal review and be comfortable interacting with internal and external customers. The position is located in the New York City office.

Key Responsibilities:

  • Analyze data and prepare presentations for product development and other product-related meetings for senior management group
  • Monitor competitive landscape and prepare intelligence regarding how key industry competitors are positioned from product, performance and marketing perspective (e.g. direct performance comparisons, marketing activities, market share movements, new products)
  • Prepare information for the funds’ Board of Trustees, including new product memos and proposed fund actions
  • Work with internal and external counsel to prepare, review fund related documentation, including prospectuses, ISDA and related derivative documentation, exemptive relief filings, 19b-4 rule filings and other documents, to support and expand the business
  • Coordinate onboarding of third parties, including sub-advisors, listing exchanges, index providers, data providers, IOPV calculation agents and other entities to support product launches and existing products
  • Assist with supporting relationships with key external partners including sub-advisors, listing exchanges, index providers, market data vendors, back office providers and other service providers to stay informed of key developments that may impact the products or uncover potential enhancements
  • Maintain consistent and ongoing communication with internal departments, including operations, sales, research, marketing, capital markets, legal, compliance, and fund administration
  • Assist with the alignment of product, marketing, and research responsibilities and management of inter-dependencies for new ETFs launches and fund changes
  • Assist research, marketing, and sales teams to support sales and marketing initiatives designed to promote products
  • Assist qualitative and quantitative fund analysis to support fund positioning across distribution channel(s)
  • Assist with preparation of materials and presentations for WisdomTree National Sales bi-annual meetings


  • Bachelors Bachelors degree, preferably with a concentration in Finance, Economics, or other quantitative discipline
  • At least 2 years of experience working in the asset management industry. Direct experience in working with ETFs, mutual funds, or other 1940 Act products is a plus
  • Excellent data analysis skills, with ability to synthesize and present information
  • Demonstrated presentation skills to deliver material to the fund Board and other internal constituents
  • Ability to write succinct memos and presentations to gain internal support of product ideas and initiatives
  • Advanced Excel and PowerPoint Skills

Skills & Experience:

  • Industry Certification: NASD Series 7 Or 63 License, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is a plus, as is pursuit of any of those certifications
  • Experience with Bloomberg is a plus
  • Ability to work independently as well as working under deadline pressure
  • Exceptional quantitative and qualitative skills
  • Strong verbal and written communication skills
  • Ability to work on multiple projects at once and meet established deadlines
  • Proven experience in a product development and/or product management role
  • Experience working within an organization distributed across geographic locations
  • Experience with fund analytical databases, such as Zephyr, Morningstar Direct
  • Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures
  • Willingness to travel on a limited basis


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:


  • 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


  • 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


RIA Regional Director, Midwest

Job Description

The candidate will reside within the Midwest region and is responsible for the following states: AR, IL, IN, KY, MI, MS, OH, TN, WI. WisdomTree’s RIA, Regional Director is on the Sales team and reports to the RIA National Sales Manager.


  • Distribution of WisdomTree’s exchange-traded funds within the RIA, Family Office and Bank Trust channels
  • Develop new business opportunities using a consultative sales approach within a defined geographic territory
  • 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 with RIAs, Family Office and Bank Trusts; established relationships preferred
  • Experience building and cultivating relationships with RIAs, Family Office and Bank Trusts; 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
  • Outside sales experience, 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 RIA channel and a deep knowledge of RIA 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


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.


  • 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


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


Fixed Income Credit 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 Fixed Income Strategist, Credit to work within our Fixed Income and Currency Group. This candidate will be the credit based products specialist, while also serving as a generalist with product expertise across the fixed income asset suite. This role will report to the Head of Fixed Income and Currency.


  • Serve as the primary specialist for credit based products in sales support, product development, and research
  • Provide front-line sales support in soliciting and nurturing large client relationships
  • Assist Head of Fixed Income in positioning credit based funds to the sales force and external clients
  • Participate in the oversight with investment teams of our subadvisor(s) for credit based products
  • Develop written content supporting credit based products

Desired Skills & Experience

  • 5+ years of experience, 3+ years focused on credit and corporate debt markets
  • Exceptional quantitative and qualitative skills
  • Strong verbal and written communication skills within a client facing role
  • Knowledge of corporate and other credit based products, expertise in broad based fixed income
  • Willingness to travel (20%-30%)
  • Proven experience in a client facing role
  • Proficiency in Bloomberg and Portfolio analytical systems
  • Previous ETF industry experience a plus
  • Current Series 7 and 63 required
  • Team player


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.