VP, Intermediary Wealth Growth & West Coast Partnerships

Wilshire; Denver (CO); Hybrid; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental/vision

CFA reimbursement

Job summary

Wilshire is seeking an experienced National Accounts professional to drive intermediary distribution across the TAMP, broker-dealer, and RIAs with a focus on expanding Wilshire’s presence on the West Coast. You will cultivate enterprise relationships with home offices, model distribution platforms, CIO offices, and strategic partners to grow adoption of Wilshire’s investment solutions.

The role requires deep intermediary distribution expertise, strong relationship-building, and the ability to

Qualifications

• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management.
• Proven calling on broker dealers, RIAs, TAMPs, managed account platforms, wealth platform gatekeepers, and due diligence teams.
• Strong understanding of model portfolios, managed account platforms, wealth technology infrastructure, and advisor adoption dynamics.
• Experience driving asset growth, enterprise relationships, advisor engagement, and strategic partnerships.

Responsibilities

• Develop and manage strategic relationships across broker dealer home offices, TAMPs, RIAs, and model distribution platforms.
• Execute a regional growth strategy to expand Wilshire's intermediary distribution footprint on the West Coast.
• Drive commercialization and growth of model portfolios, multi-asset and alternative investment solutions, and researcher capabilities.
• Partner with investment, alternatives, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions for intermediary clients.
• Represent Wilshire externally at conferences, due diligence meetings, platform events, and client engagements.

Skills

Intermediary distribution

National accounts

Wealth platforms

Relationship management

Job description

Wilshire is seeking an experienced National Accounts professional to drive intermediary distribution across the TAMP, broker-dealer, and RIAs with a focus on expanding Wilshire’s presence on the West Coast. You will cultivate enterprise relationships with home offices, model distribution platforms, CIO offices, and strategic partners to grow adoption of Wilshire’s investment solutions.

The role requires deep intermediary distribution expertise, strong relationship-building, and the ability to