VP, Client Solutions & Wealth Partnerships

Wilshire; New York (NY); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

PTO

401(k) match

Medical/dental/vision insurance

CFA and other professional membership

Job summary

Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and funds.

You will support onboarding, KYC, and monthly investor reporting while staying informed on market trends and regulatory requirements.

Qualifications

• Bachelor’s degree or equivalent experience.
• 8 years of experience in client services, relationship management, or similar role within the financial services industry.
• Strong understanding of investment products, financial markets, and industry regulations, with the ability to communicate complex concepts to clients effectively.
• Excellent interpersonal and communication skills, with a demonstrated ability to build rapport, influence stakeholders, and resolve conflicts.
• Ability to manage multiple projects simultaneously by showing good organizational skills and attention to detail.
• Experience in the wealth and/or retirement space, including knowledge of key firms, trends, and products utilized across the intermediary space is preferred.
• Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing Excel.
• 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.

Responsibilities

• Act as the primary point of contact for assigned clients, ensuring their needs are understood and addressed in a timely manner
• Foster strong relationships with clients by demonstrating a deep understanding of their investment objectives, preferences, and expectations
• Retain and grow client assets by providing excellent service and offering solutions tailored to their individual needs and goals
• Serve as the liaison between internal departments and clients, ensuring seamless communication and collaboration
• Participate as necessary in fund launches or restructurings
• Coordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracy
• Be knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to comply
• Manage client on‑boarding, initiating KYC and following through to ensure documents are processed in a timely manner
• Assist with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investors
• Stay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunities
• Prepare investor specific reporting on performance, correlations, fees, percentage ownership of underlying positions, etc.
• Promote a client‑centric culture within the organization by sharing client insights, feedback, and success stories with internal teams and stakeholders

Skills

Relationship management

Client servicing

Communication

Excel data analysis

KYC coordination

AI-enabled tools

Education

Bachelor’s degree or equivalent experience

Tools

Excel

Job description

Wilshire is seeking an experienced Client Solutions professional to manage relationships with wealth and retirement clients. The role encompasses coordinating with internal stakeholders, delivering exceptional service, and driving client outcomes across asset classes and funds.

You will support onboarding, KYC, and monthly investor reporting while staying informed on market trends and regulatory requirements.