West Coast Wealth Business Development Leader

Wilshire-Advisors-LLC; Santa Monica (CA); 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"

Generous PTO

Job summary

Wilshire, a leading investment advisory firm, seeks a National Accounts professional to grow intermediary distribution across the West Coast from its Santa Monica office. You will drive strategic partnerships with broker-dealers, RIAs, TAMPs, and platform gatekeepers to expand model portfolios and multi-asset solutions.

Ideal candidates bring 7+ years in intermediary distribution, with a track record of enterprise relationships, asset growth, and executive-level engagement.

Qualifications

• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management.
• Proven caller experience with broker-dealers, RIAs, TAMPs, and managed account platforms.
• Strong understanding of model portfolios, managed accounts, wealth tech, advisor adoption, and platform economics.

Responsibilities

• Develop and manage strategic relationships across broker-dealer home offices, TAMPs, RIAs, wealth platforms, and research teams.
• 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 solutions, and alternative investment models.
• Partner with investment, OCIO, retirement, wealth solutions, and research teams for integrated intermediary client solutions.
• Support advisor engagement and execution within key distribution relationships and represent Wilshire at industry events.

Skills

Intermediary distribution

National accounts

Wealth platforms

Relationship management

Executive communication

Strategy development

Job description

Wilshire, a leading investment advisory firm, seeks a National Accounts professional to grow intermediary distribution across the West Coast from its Santa Monica office. You will drive strategic partnerships with broker-dealers, RIAs, TAMPs, and platform gatekeepers to expand model portfolios and multi-asset solutions.

Ideal candidates bring 7+ years in intermediary distribution, with a track record of enterprise relationships, asset growth, and executive-level engagement.