Senior VP, Client Solutions & Wealth Partnerships

Wilshire; Santa Monica (CA); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Paid time off

Professional memberships reimbursement

Job summary

Wilshire is seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client reporting and materials.

The position requires a deep understanding of investment products, markets, and regulations, with excellent communication skills to convey complex concepts.

Qualifications

• Bachelor’s degree or equivalent experience.
• 8 years of experience in client services, relationship management, or similar role within financial services.
• Strong understanding of investment products, financial markets, and regulations, with the ability to communicate complex concepts to clients.

Responsibilities

• Act as the primary point of contact for assigned clients, ensuring their needs are understood and addressed promptly.
• Foster relationships by demonstrating understanding of clients’ investment objectives and expectations.
• Retain and grow client assets by offering tailored solutions to client goals.
• Serve as liaison between internal departments and clients to ensure seamless communication.
• Participate in fund launches or restructurings as needed.
• Coordinate with marketing, legal, and compliance to develop client materials and reports.
• Manage client onboarding, initiating KYC, and processing documents timely.

Skills

Client services

Relationship management

Communication

Data analysis

Excel

Education

Bachelor's degree

Tools

Excel

Job description

Wilshire is seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client reporting and materials.

The position requires a deep understanding of investment products, markets, and regulations, with excellent communication skills to convey complex concepts.