WisdomTree Careers

About WisdomTree

WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 93 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $38.69 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.

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Current Available Positions

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Compliance Associate

Job Description

WisdomTree Asset Management is currently seeking a Compliance Associate to join the Compliance team.

Responsibilities:

  • Provide support to the CCO by reviewing, updating, testing and maintaining compliance policies and procedures consistent with Rules 206(4)-7 and Rule 38a-1.
  • Assist with the oversight of sub-advisers by reviewing quarterly reporting materials, testing reports, and other information utilized in order to confirm each sub-adviser’s and service provider’s compliance with applicable securities laws.
  • Conduct and/or participate in periodic on-site due diligence visits with sub-advisers and service providers.
  • Assist with developing, distributing, and overseeing compliance materials and certifications and other materials to employees via the firm’s automated compliance platform.
  • Participate in various ongoing ad hoc projects.

Desired Skills and Experience:

  • Bachelor’s Degree required.
  • A minimum of 2+ years of experience specifically with testing in a mutual fund and/or asset management compliance with experience relating to sub-adviser oversight & the implementation & testing of compliance programs pursuant to Rule 38a-1under the Investment Company Act of 1940 & Rule 206(4)-7 under the Investment Advisors Act of 1940.
  • Must be self-directed, motivated, and able to interact effectively with diverse business groups.
  • Must have excellent interpersonal, written, verbal, and presentation skills.
  • Must possess the ability to multi-task and assume various ongoing responsibilities while managing priorities.
  • Must be able to adapt and learn new skills quickly.

 

Index Analyst

Job Description

WisdomTree’s Index Analyst is on the Research team and reports to the Associate Director of Research. WisdomTree is looking for an analyst that will help the team in its daily functions, particularly those relating to its equity indexes. The primary responsibility will be helping with the development and maintenance of WisdomTree indexes, including the regular rebalancing and reconstitution process around each of the indexes and the ongoing reporting on those indexes. This role will also have opportunities to contribute to the research and market insights gained from the performance and characteristics of the WisdomTree index family. This position represents an opportunity to gain experience working within the growing ETF industry in a fast paced environment.

Responsibilities:

  • Learning all aspects of equity Index management to assist in the creation of new indexes and maintenance of existing indexes
  • Updating and enhancing current Index reporting
  • Helping Research team with other types of reports and market intelligence on an as-needed basis

Desired Skills and Experience:

  • 3-5 years’ experience in financial industry
  • Prior Index related experience highly desirable
  • Programming skills and experience with automation are required
  • Experience working with large datasets using Matlab, SAS, and/or SQL preferred
  • Strong attention to detail and exceptional work ethic
  • Ability to thrive in a fast paced and challenging work environment
  • Creativity to solve problems and present ideas from a variety of angles

 

Index Database Engineer

Job Description

WisdomTree is looking for a highly competent and motivated individual to design and develop data solutions for the Research team. The primary responsibilities include developing software and database solutions for managing and analyzing our equity indexes.

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

To thrive in this position: you must have a solid technical background and knowledge of finance/investing. You must be self-starting and highly motivated. You must be able to define the problem, as well as create the solution.

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

Responsibilities:

  • Learning all aspects of equity Index management to assist in the maintenance of existing indexes
  • Updating and enhancing current index reporting
  • Helping Research team with other types of reports and market intelligence

Required Skills and Experience:

  • Demonstrated ability in using and maintaining large data sets
  • Experience with databases (MS SQL preferred)
  • Programming experience (Matlab, R, SAS preferred)
  • Demonstrated ability to create solutions to real-world problems

Desired Skills and Experience:

  • 3-5 years’ experience in financial industry
  • Prior index related experience highly desirable
  • Experience with process automation
  • Strong attention to detail and exceptional work ethic
  • Ability to thrive in a fast paced and challenging work environment

 

Institutional Regional Director

Job Description

WisdomTree Asset Management is seeking an experienced Institutional Regional Director that will be based in and cover the Western United States. The ideal candidate will be primarily responsible for acquiring new institutional clients as well as additional revenues from an existing client base. This candidate must have a proven track record of developing business and maintaining relationships with an institutional client base. Strong knowledge of the institutional marketplace, particularly in Defined Contribution, Pensions and working with consultants is required.

Desired Skills & Experience

  • 5 years external sales experience focused on the institutional market
  • Exceptional communication skills and market knowledge
  • Experience building and cultivating relationships with Endowments, Foundations, Defined Benefit Pension Plans and DC plans; established relationships preferred
  • 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 manage an institutional sales process and leverage internal resources effectively
  • Proven producer and relationship builder with a passion for sales

Other critical success factors

  • Self-motivated; ability to operate independently
  • Team oriented, with strong interpersonal and relationship building skills
  • Strong organizational skills with the ability to manage time efficiently and effectively
  • Strong work ethic
  • High degree of integrity
  • Ability to manage a demanding travel schedule

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
  • Series 7 and 63 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

 

RIA Regional Director, West

Job Description

The candidate will reside in the Western territory of the US and is responsible for the following states: AK, WA, OR, CA, HI, NV, AZ, UT, NM, WY, ID and MT. WisdomTree’s RIA, Regional Director is on the Sales team and will report to the Head of RIA and PWM Distribution.

Responsibilities:

  • Distribution of WisdomTree’s exchange-traded funds within the RIA 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 the 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

Desired Skills and Experience:

  • Experience in the ETF market place preferred.
  • Experience building and cultivating relationships with RIAs; 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 ETF 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

 


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.