Vice President, Wealth Business Development – West Coast

🔥 40 minutes ago

☕ Washington – Remote

☕ Washington – Remote

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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👻 Ghost score 15%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wilshire

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1972

💼 Consulting

💸 Finance

💳 Fintech

Consulting • Finance • Fintech

Wilshire is a trusted partner to institutional investors, financial advisors, and intermediaries, offering innovative investment solutions and advanced financial analytics. They specialize in alternative assets, investment consulting, and tailored financial products including managed portfolios and mutual funds. With a focus on responsible investing, Wilshire integrates environmental, social, and governance considerations into investment strategies to enhance portfolio outcomes and client engagement.

📋 Description

• Develop and manage strategic relationships across broker dealer home offices, TAMPs and managed account platforms, RIA aggregators and enterprise RIAs, wealth technology and model distribution platforms, CIO/research/due diligence teams, and strategic asset management and distribution partners • Develop and execute a regional growth strategy to expand Wilshire’s intermediary distribution footprint and strategic partnerships across the West Coast • Drive commercialization and growth of model portfolios, multi-asset solutions, alternative investment model solutions, manager research and portfolio construction solutions, and custom and enterprise model capabilities • Partner with 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 • Build strategic business plans for key accounts focused on platform penetration, model adoption, advisor engagement, net flows and revenue growth, and enterprise partnership expansion • Work with field sales and relationship management teams to support advisor engagement and execution within key distribution relationships • Represent Wilshire externally at industry conferences, due diligence meetings, platform events, and executive-level client engagements

🎯 Requirements

• 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management or wealth management • Demonstrated experience calling on broker dealers, RIAs, TAMPs, managed account platforms, wealth platform gatekeepers, and home office research and due diligence teams • Strong understanding of model portfolio ecosystems, managed account platforms, wealth technology infrastructure, advisor adoption dynamics, portfolio construction and investment solutions, and platform economics and commercialization • Existing relationships across the intermediary wealth ecosystem strongly preferred • Proven track record driving platform approvals, enterprise relationships, asset growth, advisor engagement, and strategic partnerships • Excellent communication, presentation, and executive relationship management skills • FINRA licenses preferred • Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs while applying sound judgment, attention to detail, and adherence to firm policies • Experience distributing model portfolios and multi-asset investment solutions preferred • Familiarity with alternative investments and private market solutions within wealth management preferred • Experience working across both institutional and wealth management distribution channels preferred • Ability to navigate complex enterprise organizations and cross-functional stakeholder groups

🏖️ Benefits

• Comprehensive benefits package • Collaborative work environment • Generous PTO • 401(k) match • Affordable and comprehensive medical, dental, and vision insurance • CFA and other professional membership reimbursement • Eligibility for an annual discretionary bonus • Potential activity-based commissions • Full range of health and financial benefit offerings • Reasonable accommodations in the application process for candidates with disabilities