Position: Third Party Distribution - U.S. Offshore (Associate Director / Executive Director)
Location: Miami, FL
Role Overview:The successful candidate will be responsible for the distribution of BTG Pactual Third Party & Asset Management's investment strategies across the U.S. Offshore market, covering financial intermediaries including wirehouses, private banks, RIAs, independent broker-dealers, family offices, and other wealth management platforms.
Key Responsibilities:- Develop and manage relationships with financial advisors, investment consultants, and platform gatekeepers.
- Drive sales of Mutual Funds, ETFs, and Alternative Investment strategies.
- Identify new business opportunities and expand BTG Pactual's presence across the U.S. Offshore market.
- Coordinate closely with portfolio managers, product specialists, and internal teams to deliver investment solutions to clients.
- Represent BTG Pactual at client meetings, conferences, and industry events.
- Maintain a disciplined sales pipeline and CRM activity.
Qualifications:- 5-10+ years of institutional or intermediary distribution experience within asset management.
- Existing relationships across the U.S. Offshore wealth management channel.
- FINRA Series 7 and 63 licenses required.
- Fluent in English and Spanish; Portuguese is a plus.
- Strong understanding of Mutual Funds, ETFs, Fixed Income, Equities and Alternative Investments.
- Ability to travel extensively within the assigned territory.
- MBA and/or professional designations such as CFA or CAIA are considered a strong plus.
Please note that this position does not offer employment visa sponsorship. Candidates must be authorized to work in the U.S.
