Senior Wealth Distribution Executive (Midwest)

Wilshire-Advisors-LLC

Chicago (IL)

Hybrid

USD 130,000 - 230,000

Full time

14 days+
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Benefits offered by this job

Hybrid work model
Health insurance
401(k) match
Professional membership reimbursement

Job summary

Wilshire invites a Vice President, Wealth Business Development (Midwest) to lead intermediary distribution from Chicago, focusing on broker-dealer home offices, TAMPs, RIAs, and wealth platforms. The role drives adoption of Wilshire investment solutions and model portfolios across the Midwest.

The position requires 7+ years in intermediary distribution with strong relationship skills, plus a hybrid work model in Chicago and a competitive compensation package with benefits.

Qualifications

  • 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management, or wealth management.
  • Strong understanding of model portfolio ecosystems, managed account platforms, and advisor adoption dynamics.
  • Excellent communication, presentation, and executive relationship management skills.
  • Experience distributing model portfolios and multi-asset investment solutions.

Responsibilities

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

Skills

Intermediary distribution
National accounts
Executive relationship management

Job description

Wilshire invites a Vice President, Wealth Business Development (Midwest) to lead intermediary distribution from Chicago, focusing on broker-dealer home offices, TAMPs, RIAs, and wealth platforms. The role drives adoption of Wilshire investment solutions and model portfolios across the Midwest.

The position requires 7+ years in intermediary distribution with strong relationship skills, plus a hybrid work model in Chicago and a competitive compensation package with benefits.

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