WisdomTree Careers

About WisdomTree

WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 70 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $38.52 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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RIA, Associate Regional Director

Job Description

WisdomTree Asset Management is seeking an Associate Regional Director within the RIA channel, based in our Midtown Manhattan headquarters. We are seeking candidates with a strong knowledge of the financial services industry and a winning attitude.

The Associate Regional Director position is a hybrid sales opportunity, perfect for a sales professional looking to transition into outside sales.

Core Competencies and qualifications:

  • 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
  • Deliver regional presentations to current and prospective clients through office visits and conference calls
  • Ability to explain the ETF structure and benefits versus traditional mutual fund and SMA strategies
  • Maintain and develop knowledge of the ETP and mutual fund industry as well as competitor products and sales strategies to better deliver WisdomTree’s value proposition
  • Comfortable with a solutions-based approach to selling
  • Intellectual curiosity and an entrepreneurial drive

Skills & Experience:

  • 2-3 years of inside/outside sales experience with a preference in the ETP market
  • Experience in the ETP market place preferred
  • RIAs, Family Office and Bank Trusts experience preferred
  • Exceptional written and verbal communication and presentation skills
  • Success managing a geographic region to gain maximum sales coverage, uncover new sales opportunities and cross sell existing relationships
  • Solutions-based approach to selling
  • Ability to generate investment ideas and leverage them effectively to deliver sales and asset growth

Qualifications & Certifications:

  • College degree required with an emphasis in finance or economics preferred
  • MBA, CFP, CFA, CIMA or other advanced degree/certification is highly desirable
  • Experience working within the RIA channel and a deep knowledge of RIA custodial platforms is preferred
  • Series 7 and 63 required
  • Clean U-4 and no prior contractual restrictions regarding distribution of investment products

 

Compliance Consultant

Job Description

WisdomTree Asset Management, Inc. is seeking a Compliance Consultant – Advertising/Marketing Review for an initial 6-month engagement. The appropriate candidate will have excellent communication skills and prior experience with reviewing advertising/sales literature review for compliance with FINRA/SEC requirements. A minimum of 2-3 years experience is required. The ideal candidate will hold FINRA securities licenses including Series 7 and 24, although this is not a mandatory requirement.

Responsibilities:

  • Review advertising and marketing materials for compliance with FINRA, SEC and to ensure compliance with internal policies.
  • Responsible for reviewing social media including social media postings (LinkedIn, Twitter, Blogs, YouTube) and for maintaining all policies and procedures related to social media compliance.
  • Assist with testing policies and procedures.
  • Assist with ad hoc compliance projects as necessary.

Desired Skills & Experience:

  • 2-3 years of Mutual Fund, ETF or Asset Management Compliance Advertising/Marketing experience (Broker/Dealer experience a plus).
  • Knowledge of investment advisory, FINRA and SEC rules, regulations and standards.
  • Series 7 and 24 preferred
  • Bachelor’s Degree or equivalent work experience.
  • Strong communication skills – both written and verbal.
  • Effective time management and organization skills.
  • Ability to work well independently and under tight deadlines.
  • Proficiency in Microsoft Office Suite.

 

Associate Regional Director

Job Description

WisdomTree Asset Management is seeking Associate Regional Directors across our sales team based in our Midtown Manhattan headquarters. In this role, you will manage a designated region to increase sales of our exchange-traded funds ("ETFs").

The Associate Regional Director position is a hybrid sales opportunity, perfect for a sales professional looking to transition into outside sales.

We are seeking candidates with a strong knowledge of the financial services industry; experience in the ETP market place preferred.

Core Competencies and qualifications important for success in the Associate Regional Director position:

  • Exceptional communication and presentation skills in a variety of setting
  • Minimum of 2-3 years of inside/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-Dealer, RIA, and/or Independent Broker Dealer channels; established relationships preferred
  • 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
  • Intellectual Curiosity
  • Entrepreneurial drive

Other critical success factors:

  • 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/education:

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

 

Regional Associate – All Channels

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

Desired 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

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

Desired Skills & Experience:

  • 5+ 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

Fixed Income 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.


Responsibilities

  • 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.