West Coast Wealth Distribution & Partnerships Lead

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

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

Professional membership reimbursement

Generous PTO

Job summary

Wilshire Advisors LLC is seeking a seasoned National Accounts professional to expand intermediary wealth distribution across the West Coast. You will develop enterprise relationships with broker-dealer home offices, TAMPs, managed account platforms, and RIAs to drive adoption of Wilshire’s investment solutions and model portfolios.

The ideal candidate brings deep intermediary distribution expertise and a track record of building enterprise partnerships in wealth management.

Qualifications

• 7+ years in intermediary distribution or wealth platform distribution.
• Proven success calling on broker-dealers, RIAs, TAMPs and platforms.
• Strong understanding of model portfolios and platform economics.
• Excellent communication and executive relationship skills.
• Hybrid work readiness in Santa Monica or Denver.

Responsibilities

• Develop and manage strategic relationships across broker-dealer home offices, TAMPs, RIAs.
• Expand Wilshire’s intermediary distribution footprint and partnerships on the West Coast.
• Drive adoption of model portfolios, multi-asset and alternative investment solutions.
• Represent Wilshire at conferences and executive client engagements.
• Collaborate with internal teams to deliver integrated solutions.

Skills

Intermediary distribution

National accounts

Wealth platform distribution

Broker dealer relationships

RIA platforms

Executive relationship management

Tools

Wealth technology platforms

Job description

Wilshire Advisors LLC is seeking a seasoned National Accounts professional to expand intermediary wealth distribution across the West Coast. You will develop enterprise relationships with broker-dealer home offices, TAMPs, managed account platforms, and RIAs to drive adoption of Wilshire’s investment solutions and model portfolios.

The ideal candidate brings deep intermediary distribution expertise and a track record of building enterprise partnerships in wealth management.