Vice President, Wealth Business Development (Midwest)

Wilshire Advisors•Chicago, IL

2d•Hybrid

About The Position

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 with a particular emphasis on growing Wilshire's presence throughout the Midwest. 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.

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, 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
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.

Nice To Haves

Existing relationships across the intermediary wealth ecosystem strongly preferred
Proven track record driving: Platform approvals, Enterprise relationships, Asset growth, Advisor engagement, Strategic partnerships
FINRA licenses preferred
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

Responsibilities

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 Midwest
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