West Coast Wealth Distribution & Partnerships Lead

Wilshire; Seattle (WA); On-site; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

CFA reimbursement

Generous PTO

Job summary

Wilshire, an established investment advisory firm, seeks an experienced National Accounts professional to expand intermediary distribution across the West Coast. You will cultivate enterprise relationships with broker-dealers, RIAs, TAMPs, and model distribution platforms to drive adoption of Wilshire’s investment solutions and model portfolios.

The role emphasizes strategic partnerships, platform economics, and advisor engagement, with opportunities to influence cross-functional teams and drive

Qualifications

• 7+ years of experience in intermediary distribution or wealth platform distribution within asset management or wealth management.
• Proven experience calling on broker-dealers, RIAs, TAMPs, managed account platforms, and wealth platform gatekeepers.
• Strong understanding of model portfolios, managed account platforms, and wealth technology infrastructure.
• Excellent communication, presentation, and executive relationship management skills.
• FINRA licenses preferred.
• Interest in leveraging AI-enabled tools to streamline work processes while maintaining sound judgment and attention to detail.

Responsibilities

• Develop and manage strategic relationships across broker-dealer home offices, TAMPs, RIAs, and model distribution platforms.
• Execute 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 model solutions.
• Partner with Wilshire’s investment, alternatives, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions for intermediary clients.
• Expand Wilshire’s footprint across key platforms and ecosystems, building enterprise partnerships.
• Collaborate with field sales and relationship management to support advisor engagement and execution within key distribution relationships.
• Represent Wilshire at industry conferences, due diligence meetings, platform events, and executive client engagements.

Skills

Intermediary distribution

National accounts

Executive relationships

Client engagement

FINRA licenses

Job description

Wilshire, an established investment advisory firm, seeks an experienced National Accounts professional to expand intermediary distribution across the West Coast. You will cultivate enterprise relationships with broker-dealers, RIAs, TAMPs, and model distribution platforms to drive adoption of Wilshire’s investment solutions and model portfolios.

The role emphasizes strategic partnerships, platform economics, and advisor engagement, with opportunities to influence cross-functional teams and drive