Vice President, Wealth Business Development – West Coast

• 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 expanding 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 intermediary client solutions
• Expand Wilshire’s footprint across key platforms and ecosystems
• Build strategic business plans 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
• Represent Wilshire at industry conferences, due diligence meetings, platform events, and executive-level client engagements

• 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 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 institutional and wealth management distribution channels preferred
• Ability to navigate complex enterprise organizations and cross-functional stakeholder groups

Demonstrates expertise in intermediary distribution and strategic partnership development within the wealth management sector, with a strong focus on model portfolio ecosystems and advisor engagement. Proven ability to drive asset growth and navigate complex enterprise organizations while leveraging strong communication and relationship management skills.

• Intermediary Distribution Experience
• Model Portfolio Ecosystem Knowledge
• Strategic Partnership Development
• Advisor Engagement Skills
• FINRA Licenses

• Wealth Management
• Model Portfolio Distribution
• Multi-Asset Investment Solutions
• Portfolio Construction
• Platform Economics
• Commercialization Strategies
• Asset Growth Strategies
• Advisor Adoption Dynamics
• Alternative Investments
• Private Market Solutions

• Excellent Communication
• Presentation Skills
• Executive Relationship Management
• Attention to Detail
• Sound Judgment

• FINRA Licenses

• Broker Dealers
• RIAs
• TAMPs
• Managed Account Platforms
• Wealth Platform Gatekeepers
• Due Diligence Teams
• Enterprise Relationships
• National Accounts
• Strategic Asset Management
• Distribution Partners

• AI-Enabled Tools
• Wealth Technology Infrastructure