Midwest Wealth Growth & Model Portfolios Lead

Wilshire Advisors LLC; Minneapolis (MN); On-site; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Professional membership reimbursement

Generous PTO

Job summary

Wilshire Advisors LLC is seeking an experienced National Accounts professional to grow as part of the Midwest-focused wealth business development team. You will build enterprise relationships with broker dealers, RIAs, TAMPs, and model distribution partners, driving adoption of Wilshire’s investment solutions and portfolio capabilities.

The role emphasizes strategic partnerships, platform penetration, and advisor engagement across the Midwest, with an emphasis on delivering integrated, scalable

Qualifications

• 7+ years of intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management.
• Experience calling on broker-dealer home offices, RIAs, TAMPs, managed account platforms, and gatekeepers.
• Strong understanding of model portfolios, wealth technology, and advisor adoption dynamics.

Responsibilities

• Develop and manage strategic relationships across broker dealer home offices, TAMPs, RIAs, and model distribution platforms.
• Develop regional growth strategy to expand Wilshire's intermediary footprint in the Midwest.
• Drive commercialization of model portfolios, multi-asset solutions, and enterprise model capabilities.
• Partner with investment, OCIO, retirement, and research teams to deliver integrated intermediary solutions.
• Represent Wilshire at industry conferences and executive client engagements.

Skills

Intermediary distribution

National accounts

Wealth platform distribution

Broker dealers

RIAs

TAMPs

Job description

Wilshire Advisors LLC is seeking an experienced National Accounts professional to grow as part of the Midwest-focused wealth business development team. You will build enterprise relationships with broker dealers, RIAs, TAMPs, and model distribution partners, driving adoption of Wilshire’s investment solutions and portfolio capabilities.

The role emphasizes strategic partnerships, platform penetration, and advisor engagement across the Midwest, with an emphasis on delivering integrated, scalable