Vice President, Wealth Business Development – West Coast

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Cultivate and oversee strategic relationships with broker dealer home offices, TAMPs, managed account platforms, RIA aggregators, enterprise RIAs, wealth technology, model distribution platforms, CIO/research/due diligence teams, as well as asset management and distribution partners.

• Formulate and implement a regional growth strategy aimed at enhancing Wilshire’s intermediary distribution presence and strategic alliances across the West Coast.

• Propel the commercialization and expansion of model portfolios, multi-asset solutions, alternative investment model solutions, manager research, portfolio construction solutions, and customized as well as enterprise model capabilities.

• Collaborate with investment, alternatives, OCIO, retirement, wealth solutions, and research teams to provide integrated solutions for intermediary clients.

• Broaden Wilshire’s presence within essential platforms and ecosystems.

• Develop comprehensive business plans targeting platform penetration, model adoption, advisor engagement, net flows and revenue growth, alongside the expansion of enterprise partnerships.

• Partner with field sales and relationship management teams to facilitate advisor engagement and execution.

• Represent Wilshire at industry conferences, due diligence meetings, platform events, and high-level client engagements.

⛳️ Requirements

• Over 7 years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management.

• Proven experience engaging with broker dealers, RIAs, TAMPs, managed account platforms, wealth platform gatekeepers, as well as home office research and due diligence teams.

• Strong comprehension of model portfolio ecosystems, managed account platforms, wealth technology infrastructure, advisor adoption dynamics, portfolio construction, investment solutions, and platform economics and commercialization.

• Existing connections within the intermediary wealth ecosystem are strongly preferred.

• Documented success in driving platform approvals, enterprise relationships, asset growth, advisor engagement, and strategic partnerships.

• Exceptional communication, presentation, and executive relationship management abilities.

• FINRA licenses are preferred.

• Interest in utilizing approved AI-enabled tools while exercising sound judgment, attention to detail, and compliance with firm policies.

• Experience in distributing model portfolios and multi-asset investment solutions is preferred.

• Familiarity with alternative investments and private market solutions in wealth management is preferred.

• Experience working across institutional and wealth management distribution channels is preferred.

• Capability to navigate complex enterprise organizations and cross-functional stakeholder groups.

🏝️ Benefits

• Generous PTO.

• 401(k) match.

• Affordable and comprehensive medical, dental, and vision insurance.

• Reimbursement for CFA and other professional memberships.

• Comprehensive benefits package.

• Collaborative work environment.

• Eligibility for an annual discretionary bonus.

• Potential for activity-based commissions.

• Health and financial benefit offerings.

• Reasonable accommodations during the application process.