WisdomTree Careers
About WisdomTree
WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 48 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $15.05 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
Current Available Positions
Compliance Associate
DESCRIPTION:
WisdomTree seeks a compliance associate to work with other members of the Legal and Compliance teams on a variety of projects, including: review and testing of Rule 38a-1 and Rule 206(4)-7 policies and procedures, oversight of sub-advisers and other service providers, employee trading and Code of Ethics oversight, board book preparation, and review of marketing and sales materials. The ideal applicant will have 2 -4 years compliance experience with a mutual fund, ETF or investment adviser. Strong organizational, project management and communication skills are essential; familiarity with FINRA regulations and marketing/advertising review is a definite plus. WisdomTree (www.wisdomtree.com) is located in midtown New York City. Potential candidates should email their resume and cover letter to hr@wisdomtree.com.
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
- Review and testing of Policies and Procedures
- Compliance oversight of sub-advisers and service providers
- Review and testing of employee trading and Code of Ethics
- Review of advertising/marketing materials
- Preparation of board materials
REQUIREMENTS INCLUDE:
- 2 – 4 years of compliance experience with a mutual fund, ETF, or investment adviser
- Strong project management and organizational skills
- Strong writing and communication skills
- Strong proficiency with Charles River or other portfolio compliance systems, Excel and Word
- Ability to succeed in a challenging and fast paced team environment
APPLY TO INSTRUCTIONS:
Interested candidates should submit a cover letter and resume to hr@wisdomtree.com
Marketing Associate
DESCRIPTION:
WisdomTree Investments is seeking a marketing associate with 1-2 years agency or client-side experience in financial services marketing. In this role, you will support the marketing team in production, design, branding and content creation in conjunction with the Company’s overall product distribution efforts.
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.
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
- Partnering with the firm’s Senior Marketing Manager to ensure all quarter-end sales collateral is appropriately updated. This includes acting as a point of contact for key fund, research, compliance and sales partners and helping to oversee our relationship with key vendors: advertising agencies and fact sheet system agent, as well as drafting and distributing all correspondence related to the updates with the sales team.
- Partnering with sales for other support, such as: fulfilling requests from the sales team for: FINRA letters or approval screenshots from our distributor’s Adlit system, working with compliance on approving one-off sales requests, creating custom product listings for Regional Directors, updating sales maps (Wirehouse and RIA) and creating event invitations
- Partnering with Compliance for review of all key marketing materials.
- Assisting as a user of the company’s eloqua automation system in order set-up, deploy and track email campaigns.
- Providing assistance in terms of logistics to events like webinars and conference calls by partnering with gotowebinar & BT conferencing for set-up
- Assisting with implementation and maintenance of search engine marketing activity sites – including working with Compliance for review.
- Completing sales-related and marketing administrative projects that include running marketing and sales reports, conducting research on company and other assignments in database.
REQUIREMENTS INCLUDE:
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.
- Bachelor's degree (Marketing, Advertising or Communications focus a plus)
- Agency/Financial Services experience preferred
- Demonstrated ability to use Microsoft Office, the Web as a research tool, Adobe Suite
- Professional demeanor and ability to work in a corporate environment
- Possess skills in project management. Strong time management and ability to multitask
- Effective presentation skills.
- Capable of writing reports, procedures and business correspondence.
- Ability to work individually and self-start projects.
- Demonstrate ability to solve problems, analyze systems and data and suggest appropriate solutions.
APPLY TO INSTRUCTIONS:
Interested candidates should submit a cover letter and resume to hr@wisdomtree.com
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.
