Vice President, Wealth Business Development
$130,000–$230,000 year
Hybrid · Chicago, Illinois, United States or New York City, New York, United States
Job Summary
Vice President, Wealth Business Development focuses on expanding Wilshire’s intermediary wealth footprint by developing enterprise relationships across broker dealers, RIAs, TAMPs, and model-portfolio ecosystems; responsible for driving model portfolios, multi-asset solutions, and alternative investment model solutions through enterprise partnerships, platform penetration, and advisor engagement across key accounts; collaborates with investment, OCIO, retirement, wealth solutions, and research teams to deliver integrated intermediary client solutions and to represent Wilshire at industry conferences and client engagements; requires 7+ years in intermediary distribution or wealth platform distribution, expertise in platform approvals and asset growth, and strong executive relationship management skills.
Required Qualifications
- 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, 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, platform economics and commercialization
- Excellent communication, presentation, and executive relationship management skills
- FINRA licenses preferred; CFA and related professional memberships encouraged
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