Vice President, Wealth Business Development (Midwest)

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

Vice President, Wealth Business Development (Midwest)

• Full-time

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.

Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire's presence throughout the Midwest. This individual will be responsible for expanding Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners.

The role will focus on driving adoption of Wilshire’s investment solutions, model portfolios, manager research capabilities, outsourced investment solutions, and alternative investment offerings across the wealth management landscape.

The ideal candidate brings deep expertise in intermediary distribution and understands how models move from research and platform approval into advisor adoption, asset growth, and scalable enterprise partnerships.

What you'll do:

• Develop and manage strategic relationships across:
  • Broker dealer home offices
  • TAMPs and managed account platforms
  • RIA aggregators and enterprise RIAs
  • Wealth technology and model distribution platforms
  • CIO, research, and due diligence teams
  • Strategic asset management and distribution partners
• Develop and execute a regional growth strategy focused on expanding Wilshire's intermediary distribution footprint and strategic partnerships across the Midwest
• Drive commercialization and growth of:
  • Model portfolios
  • Multi-asset solutions
  • Alternative investment model solutions
  • Manager research and portfolio construction solutions
  • Custom and enterprise model capabilities
• Partner with Wilshire’s investment, alternatives, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions for intermediary clients
• Expand Wilshire’s footprint across key platforms and ecosystems
• Build strategic business plans for key accounts focused on:
  • Platform penetration
  • Model adoption
  • Advisor engagement
  • Net flows and revenue growth
  • Enterprise partnership expansion
• Work closely with field sales and relationship management teams to support advisor engagement and execution within key distribution relationships
• Represent Wilshire externally at industry conferences, due diligence meetings, platform events, and executive-level client engagements
• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management, or wealth management
• Demonstrated experience calling on:
  • Broker dealers
  • RIAs
  • TAMPs
  • Managed account platforms
  • Wealth platform gatekeepers
  • Home office research and due diligence teams
• Strong understanding of:
  • Model portfolio ecosystems
  • Managed account platforms
  • Wealth technology infrastructure
  • Advisor adoption dynamics
  • Portfolio construction and investment solutions
  • Platform economics and commercialization
• Existing relationships across the intermediary wealth ecosystem strongly preferred
• Proven track record driving:
  • Platform approvals
  • Enterprise relationships
  • Asset growth
  • Advisor engagement
  • Strategic partnerships
• Excellent communication, presentation, and executive relationship management skills
• Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.

Preferred Experience

• Experience distributing model portfolios and multi-asset investment solutions
• Familiarity with alternative investments and private market solutions within wealth management
• Experience working across both institutional and wealth management distribution channels
• Ability to navigate complex enterprise organizations and cross-functional stakeholder groups
• This position will work on a hybrid model out of our Chicago office
• We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

The anticipated total annual cash compensation range for this role is approximately $130,000 to $230,000, inclusive of base salary and potential activity-based commissions. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

Visit www.wilshire.com for additional company information.

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at [emailprotected] or 310-584-6011.