West Coast Wealth Platform Growth Leader

Wilshire Advisors LLC

Portland (OR)

On-site

USD 130,000 - 230,000

Full time

14 days+

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Benefits offered by this job

401(k) match

Comprehensive medical/dental/vision

CFA reimbursement

Generous PTO

Professional membership reimbursement

Job summary

Wilshire Advisors LLC is seeking a Vice President, Wealth Business Development (West Coast) to lead intermediary distribution across broker-dealer networks, TAMPs, RIAs, and model portfolios. This role is West Coast–focused and aims to expand Wilshire’s footprint with home offices, gatekeepers, and enterprise partners.

You will drive growth by promoting model portfolios, multi-asset solutions, and alternative investments while collaborating with investment, OCIO, retirement, and research teams

Qualifications

Minimum 7+ years in intermediary distribution or wealth platforms.
Deep understanding of model portfolios and managed accounts.
Experience calling on broker-dealers, RIAs, and TAMPs.

Responsibilities

Develop and manage strategic relationships across broker-dealer home offices, TAMPs, RIAs, and model distribution platforms.
Drive regional growth across the West Coast through enterprise partnerships.
Promote Wilshire’s investment solutions, model portfolios, and alternative investments.
Collaborate with investment, OCIO, retirement, and research teams to deliver integrated solutions.

Skills

Intermediary distribution

National accounts

Wealth platform distribution

Executive relationship management

Strategic partnerships

Communication skills

Job description

You will drive growth by promoting model portfolios, multi-asset solutions, and alternative investments while collaborating with investment, OCIO, retirement, and research teams

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