As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem. This individual will be responsible for expanding Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners.
The role will focus on driving adoption of Wilshire’s investment solutions, model portfolios, manager research capabilities, outsourced investment solutions, and alternative investment offerings across the wealth management landscape.
The ideal candidate brings deep expertise in intermediary distribution and understands how models move from research and platform approval into advisor adoption, asset growth, and scalable enterprise partnerships.
What you'll do:
Preferred Experience
The anticipated total annual cash compensation range for this role is approximately $130,000 to $230,000, inclusive of base salary and potential activity-based commissions. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.
Visit www.wilshire.com for additional company information.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.
Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over $1.5 trillion in assets and manages $123 billion in assets as of December 31, 2024. Wilshire is headquartered in the United States with offices worldwide.
Investing involves risk, including the possible loss of entire principal. Past performance is not indicative of future results. There is no guarantee that investment objectives will be achieved. Diversification neither guarantees a gain nor protects against a loss. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Carefully consider the Wilshire Private Assets Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing. Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Wilshire or any of its affiliates. Click here for important disclosures: https://www.wilshire.com/solutions/wilshire-private-assets-fund
