West Coast Intermediary Wealth Partnerships Lead

Wilshire; Santa Monica (CA); Hybrid; USD 130,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

401(k) match

Medical/dental/vision insurance

CFA and professional membership_reimb

Job summary

Wilshire seeks an experienced National Accounts professional to expand its intermediary distribution footprint across the West Coast. Focus on home offices, gatekeepers, and platforms, driving adoption of model portfolios, multi-asset solutions, and research capabilities.

You will develop enterprise partnerships, manage key accounts, and represent Wilshire at conferences and client meetings, aligning with firm objectives and strategic growth plans.

Qualifications

• 7+ years in intermediary distribution or wealth platforms.
• Experience calling on broker-dealers, RIAs, TAMPs, and gatekeepers.
• Strong understanding of model portfolios and platform economics.
• Proven track record driving asset growth and enterprise partnerships.
• Excellent communication and executive relationship skills.
• FINRA licenses preferred.

Responsibilities

• Develop and manage strategic relationships across broker dealers, TAMPs, RIAs, and platforms.
• Lead regional growth strategy on the West Coast.
• Drive commercialization of model portfolios and multi-asset solutions.
• Partner with investment, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions.
• Represent Wilshire at industry events and client engagements.

Job description

Wilshire seeks an experienced National Accounts professional to expand its intermediary distribution footprint across the West Coast. Focus on home offices, gatekeepers, and platforms, driving adoption of model portfolios, multi-asset solutions, and research capabilities.

You will develop enterprise partnerships, manage key accounts, and represent Wilshire at conferences and client meetings, aligning with firm objectives and strategic growth plans.