VP, Wealth Partnerships & Growth (Midwest)

Wilshire; Chicago (IL); Hybrid; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Health/dental/vision insurance

CFA and other professional membership

PTO (generous)

Professional development reimbursement

Job summary

Wilshire in Chicago is seeking an experienced National Accounts professional to grow its intermediary distribution footprint across TAMPs, broker dealers, RIAs and model platforms, with a focus on the Midwest.

You will develop enterprise relationships, drive model portfolios and multi-asset solutions, partner with investment and research teams, and lead strategic account plans while navigating complex ecosystems.

Qualifications

• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution.
• Demonstrated experience calling on broker dealers, RIAs, TAMPs and managed account platforms.
• Strong understanding of model portfolios, platform economics, and advisor adoption dynamics.

Responsibilities

• Develop and manage strategic relationships across broker dealers, TAMPs, RIAs and wealth platforms.
• Execute regional growth strategy to expand Wilshire’s Midwest intermediary footprint.
• Drive commercialization of model portfolios, multi-asset solutions, and manager research.
• Partner with investment, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions.
• Build plans for key accounts covering platform penetration, model adoption, and revenue growth.
• Collaborate with field sales to support advisor engagement and client engagements.
• Represent Wilshire at industry conferences and high-level client meetings.

Skills

Intermediary distribution

National accounts

Wealth platform distribution

Broker dealer outreach

RIA engagement

TAMPs

Managed account platforms

Job description

Wilshire in Chicago is seeking an experienced National Accounts professional to grow its intermediary distribution footprint across TAMPs, broker dealers, RIAs and model platforms, with a focus on the Midwest.

You will develop enterprise relationships, drive model portfolios and multi-asset solutions, partner with investment and research teams, and lead strategic account plans while navigating complex ecosystems.