Midwest Wealth Distribution Lead

Wilshire Advisors LLC; Chicago (IL); Hybrid; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

Generous PTO

CFA reimbursement

Job summary

Wilshire Advisors LLC invites a Vice President of Wealth Business Development for the Midwest to join a team focused on expanding intermediary distribution across broker-dealer, TAMP, and RIA channels. You will drive adoption of Wilshire’s investment solutions, model portfolios, and enterprise partnerships while collaborating with field sales and research teams.

The role emphasizes building strategic relationships, navigating complex enterprise structures, and representing Wilshire at industry

Qualifications

• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management.
• Proven experience calling on broker-dealers, RIAs, TAMPs, and managed account platforms.
• Strong understanding of model portfolio ecosystems, wealth technology, and advisor adoption dynamics.
• Existing relationships across intermediary wealth ecosystem are highly preferred.
• Excellent communication, presentation, and executive relationship management skills.
• Interest in leveraging AI-enabled tools to streamline work and enhance outputs.

Responsibilities

• Develop and manage strategic relationships across broker-dealer home offices, TAMPs, RIAs, and platform gatekeepers.
• Execute regional growth strategy to expand Wilshire's intermediary distribution footprint in the Midwest.
• Drive commercialization of model portfolios, multi-asset solutions, and outsourced investment offerings.
• Partner with investment, alternatives, OCIO, retirement, and research teams to deliver integrated solutions.
• Expand Wilshire's footprint across key platforms and ecosystems and manage enterprise partnerships.

Skills

Intermediary distribution

National accounts

Executive relationship management

Broker-dealer & RIA engagement

Strategic partnerships

Job description

Wilshire Advisors LLC invites a Vice President of Wealth Business Development for the Midwest to join a team focused on expanding intermediary distribution across broker-dealer, TAMP, and RIA channels. You will drive adoption of Wilshire’s investment solutions, model portfolios, and enterprise partnerships while collaborating with field sales and research teams.

The role emphasizes building strategic relationships, navigating complex enterprise structures, and representing Wilshire at industry