Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem.
Requirements
- 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, and due diligence teams, strategic asset management and distribution partners
- Drive commercialization and growth of model portfolios, multi-asset solutions, alternative investment model solutions, manager research and portfolio construction solutions, custom and enterprise model capabilities
- 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
- Build strategic business plans for key accounts focused on platform penetration, model adoption, advisor engagement, net flows and revenue growth, enterprise partnership expansion
- Represent Wilshire externally at industry conferences, due diligence meetings, platform events, and executive-level client engagements
Benefits
- Comprehensive benefits package
- Collaborative work environment
- Generous PTO
- 401(k) match
- Affordable & comprehensive medical/dental/vision insurance
- CFA and other professional membership reimbursement