Regional VP, Wealth Partnerships & Growth – Midwest

Wilshire; Minneapolis (MN); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

CFA and other professional membership

Job summary

Wilshire seeks an experienced National Accounts professional to grow intermediary distribution across the Midwest, focusing on broker dealers, RIAs, TAMPs, and model portfolio platforms. The role emphasizes enterprise partnerships, asset growth, and scalable distribution solutions.

The ideal candidate will bring deep intermediary distribution expertise and a proven ability to move models from research to advisor adoption, with strong executive relationship management skills.

Qualifications

• Experience in intermediary distribution within asset or wealth management.
• Proven track record calling on brokers, RIAs, TAMPs, and gatekeepers.
• Strong understanding of model portfolios, managed accounts, and wealth tech.

Responsibilities

• Develop and manage strategic relationships across broker dealers, RIAs, TAMPs, and model platforms.
• Expand Wilshire’s intermediary distribution footprint and partnerships in the Midwest.
• Drive model portfolios, multi-asset solutions, and outsourced investment capabilities.
• Partner with investment, research, OCIO, retirement, and wealth teams to deliver integrated solutions.
• Represent Wilshire at industry events and client engagements.

Skills

Intermediary distribution

National accounts

Wealth platform distribution

Broker dealers

RIAs

TAMPs

Managed accounts

FINRA licenses

Model portfolios

Executive relationship mgmt

Job description

Wilshire seeks an experienced National Accounts professional to grow intermediary distribution across the Midwest, focusing on broker dealers, RIAs, TAMPs, and model portfolio platforms. The role emphasizes enterprise partnerships, asset growth, and scalable distribution solutions.

The ideal candidate will bring deep intermediary distribution expertise and a proven ability to move models from research to advisor adoption, with strong executive relationship management skills.