Third Party Distribution – U.S. Offshore Director

BTGPactual InternationalMiami, FL
Onsite

About The Position

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.

Requirements

  • 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.
  • Candidates must be authorized to work in the U.S.

Nice To Haves

  • MBA and/or professional designations such as CFA or CAIA are considered a strong plus.

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.
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