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 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 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 Core Competencies 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. Highest-signal resume keywords Intermediary Distribution Experience Model Portfolio Ecosystem Knowledge Strategic Partnership Development Advisor Engagement Skills FINRA Licenses Hard Skills 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 Soft Skills Excellent Communication Presentation Skills Executive Relationship Management Attention to Detail Sound Judgment Certifications & Qualifications FINRA Licenses Industry Keywords Broker Dealers RIAs TAMPs Managed Account Platforms Wealth Platform Gatekeepers Due Diligence Teams Enterprise Relationships National Accounts Strategic Asset Management Distribution Partners Tools & Technologies AI-Enabled Tools Wealth Technology Infrastructure #J-18808-Ljbffr Jobtailor