Vice President, Wealth Business Development (West Coast)

In this role, you will drive Wilshire's intermediary distribution strategy on the West Coast, expanding relationships with broker dealers, RIAs, TAMPs, and model platforms. You will collaborate with investment and research teams to deliver integrated, scalable solutions and grow assets through enterprise partnerships. The position blends platform commercialization, advisor engagement, and executive relationship management to broaden Wilshire's footprint. This is a growth-focused opportunity in a collaborative, tech-enabled wealth ecosystem.

• Hybrid work model (Santa Monica office)
• Generous PTO
• 401(k) match
• Comprehensive medical/dental/vision insurance
• CFA and professional membership reimbursement
• Discretionary bonus eligibility

• Develop and manage strategic relationships across broker dealer home offices, TAMPs, managed account platforms, RIAs, wealth technology platforms, CIO/due diligence teams, and distribution partners
• Lead regional growth strategy to expand intermediary distribution footprint and partnerships on the West Coast
• Drive commercialization and growth of model portfolios, multi-asset solutions, alternative investments, manager research, and enterprise model capabilities
• Partner with internal teams (investment, alternatives, OCIO, retirement, wealth solutions, research) to deliver integrated intermediary solutions
• Expand Wilshire's footprint across key platforms and ecosystems; build business plans for accounts focusing on platform penetration, model adoption, advisor engagement, net flows, and revenue growth
• Collaborate with field sales and relationship management to support advisor engagement and execution within distribution relationships
• Represent Wilshire at industry conferences, due diligence meetings, platform events, and executive client engagements

• 7+ years in intermediary distribution, national accounts, or wealth platform distribution in asset management or wealth management
• Proven experience calling on broker dealers, RIAs, TAMPs, managed account platforms, wealth platform gatekeepers, and home office research/due diligence teams
• Strong understanding of model portfolio ecosystems, managed account platforms, wealth technology infrastructure, advisor adoption dynamics, portfolio construction, and platform economics
• Existing relationships across the intermediary wealth ecosystem preferred
• Track record in driving platform approvals, enterprise relationships, asset growth, advisor engagement, and strategic partnerships
• FINRA licenses preferred
• Interest in leveraging AI-enabled tools to improve productivity while maintaining sound judgment and compliance

• Excellent communication, presentation, and executive relationship management skills
• Ability to navigate complex enterprise organizations and cross-functional stakeholder groups
• Strategic thinking and collaborative mindset
• Model portfolios and multi-asset investment solutions
• Managed account platforms and wealth technology infrastructure
• Portfolio construction and investment solutions