VP, Client Solutions for Wealth & Retirement

Wilshire; Pittsburgh (Allegheny County); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

PTO

401(k) match

Health/Dental/Vision

CFA reimbursement

Job summary

Wilshire is seeking a seasoned Client Solutions professional to serve as the primary liaison for institutional clients across wealth and retirement channels. You will coordinate with marketing, legal, and compliance to deliver accurate investment reports and materials, while maintaining strong client relationships.

The role requires deep market knowledge, regulatory awareness, and the ability to drive client satisfaction and asset growth in a hybrid work setting across multiple offices.

Qualifications

• Bachelor’s degree or equivalent experience in a financial services role.
• 8 years of experience in client services, relationship management, or similar.
• Strong understanding of investment products, markets, and regulations; able to explain complex concepts.

Responsibilities

• Act as the primary point of contact for assigned clients, ensuring their needs are understood and addressed promptly.
• Foster strong client relationships by understanding investment objectives and expectations.
• Retain and grow client assets by offering tailored solutions.
• Coordinate with internal departments to develop client materials and reports.
• Ensure regulatory compliance and timely KYC/documentation.

Skills

Client services

Relationship management

Financial markets knowledge

Excel data manipulation

Communication skills

Education

Bachelor’s degree or equivalent experience

Job description

Wilshire is seeking a seasoned Client Solutions professional to serve as the primary liaison for institutional clients across wealth and retirement channels. You will coordinate with marketing, legal, and compliance to deliver accurate investment reports and materials, while maintaining strong client relationships.

The role requires deep market knowledge, regulatory awareness, and the ability to drive client satisfaction and asset growth in a hybrid work setting across multiple offices.