Head of Client Solutions & Wealth Partnerships

Wilshire; Chicago (IL); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

PTO

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Job summary

Wilshire seeks a Client Solutions professional in Chicago to serve as the primary liaison for assigned clients across wealth and retirement channels. You’ll coordinate with internal teams, monitor market trends, and deliver timely, accurate investor reporting and materials.

This role emphasizes building deep client relationships, growing assets, and ensuring compliance. Hybrid work options and a comprehensive benefits package accompany a base pay range of $110,000–$175,000 with potential

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 8 years of experience in client services or relationship management in financial services.
• Ability to communicate complex concepts to clients effectively.
• Strong interpersonal and organizational skills with attention to detail.
• Experience in wealth/retirement space and proficiency with Excel for data analysis.

Responsibilities

• Act as the primary point of contact for assigned clients, ensuring needs are understood and addressed.
• Foster relationships by understanding client investment objectives, preferences, and expectations.
• Retain and grow client assets by delivering tailored solutions and excellent service.
• Coordinate with internal departments to develop client materials, reports, and DDQs.
• Ensure regulatory compliance and coordinate documentation and filings.

Skills

Interpersonal skills

Communication skills

Excel proficiency

Project management

Stakeholder management

Analytical thinking

Education

Bachelor’s degree or equivalent experience

Tools

Excel

Job description

Wilshire seeks a Client Solutions professional in Chicago to serve as the primary liaison for assigned clients across wealth and retirement channels. You’ll coordinate with internal teams, monitor market trends, and deliver timely, accurate investor reporting and materials.

This role emphasizes building deep client relationships, growing assets, and ensuring compliance. Hybrid work options and a comprehensive benefits package accompany a base pay range of $110,000–$175,000 with potential