Job DescriptionWilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire's presence throughout the West Coast. 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:- 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, and due diligence teams
- Strategic asset management and distribution partners
- Develop and execute a regional growth strategy focused on 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
- Custom and enterprise model capabilities
- Partner with Wilshire's investment, alternatives, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions for intermediary clients
- Expand Wilshire's footprint across key platforms and ecosystems
- Build strategic business plans for key accounts focused on:
- Platform penetration
- Model adoption
- Advisor engagement
- Net flows and revenue growth
- Enterprise partnership expansion
- Work closely with field sales and relationship management teams to support advisor engagement and execution within key distribution relationships
- Represent Wilshire externally at industry conferences, due diligence meetings, platform events, and executive-level client engagements
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
- Existing relationships across the intermediary wealth ecosystem strongly preferred
- Proven track record driving:
- Platform approvals
- Enterprise relationships
- Asset growth
- Advisor engagement
- Strategic partnerships
- Excellent communication, presentation, and executive relationship management skills
- FINRA licenses preferred
- Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.
Preferred Experience- Experience distributing model portfolios and multi-asset investment solutions
- Familiarity with alternative investments and private market solutions within wealth management
- Experience working across both institutional and wealth management distribution channels
- Ability to navigate complex enterprise organizations and cross-functional stakeholder groups
Additional Information- This position will work on a hybrid model out of our Santa Monica or Denver office
- We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
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 eligibility for an annual discretionary bonus and 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.
