Vice President, West Coast Wealth Growth & Partnerships

Wilshire-Advisors-LLC

Denver (CO)

Hybrid

USD 130,000 - 230,000

Full time

8 days ago

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Benefits offered by this job

Generous PTO

401(k) match

Medical/dental/vision insurance

Professional membership reimbursement

Job summary

Wilshire Advisors LLC in Denver (hybrid) seeks a Vice President, Wealth Business Development (West Coast) to lead strategic distribution and expand the intermediary wealth channel across West Coast markets. You will build enterprise partnerships with home offices, model gatekeepers, managed accounts platforms, and CIO offices, driving adoption of Wilshire's investment solutions.

The role emphasizes growth of model portfolios, multi-asset and alternatives, and collaboration with investment, OCIO,

Qualifications

7+ years in intermediary distribution or wealth platform distribution.
Experience calling on broker dealers, RIAs, TAMPs and managed account platforms.
Strong understanding of model portfolio ecosystems and wealth technology.

Responsibilities

Develop and manage strategic relationships across broker-dealer home offices, TAMPs, managed account platforms, RIAs, wealth technology and model distribution platforms.
Develop and execute a regional growth strategy for the West Coast.
Drive commercialization of model portfolios, multi-asset and alternative investment solutions, and portfolio construction tools.
Collaborate with investment, OCIO, retirement, wealth solutions and research teams to deliver integrated intermediary solutions.
Represent Wilshire at conferences and client engagements.