Vice President, Wealth Business Development (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

Company Description

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.

Company Description

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.

Job Description

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.

Qualifications

• 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
• FINRA licenses preferred
• 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

Additional Information

• 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.

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 [e-mail] or 310-584-6011.