Wilshire

HQ
Santa Monica
Total Offices: 3
468 Total Employees
Year Founded: 1972

Jobs at Wilshire

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Recently posted jobs

3 Days AgoSaved
Hybrid
Denver, CO, USA
Fintech • Payments • Financial Services
Supports institutional investment consulting engagements through asset allocation analysis, manager research and evaluation, performance measurement audits, investment research, and client material development. Collaborates with senior leaders and internal teams on traditional and alternative investments, prepares board and committee presentations, communicates with clients, and contributes to white papers and investment monitoring. The role requires strong investment knowledge, attention to detail, multitasking, and proficiency with Microsoft Office.
One Month AgoSaved
In-Office or Remote
Portland, OR, USA
Fintech • Payments • Financial Services
Develop and execute West Coast intermediary distribution strategies across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Build executive relationships, secure platform approvals, drive model portfolio and investment solution adoption, grow assets and revenue, and expand enterprise partnerships. Collaborate with investment, alternatives, OCIO, retirement, wealth solutions, research, field sales, and relationship management teams. Represent Wilshire at conferences, due diligence meetings, platform events, and executive client engagements.
One Month AgoSaved
In-Office or Remote
Minneapolis, MN, USA
Fintech • Payments • Financial Services
Develops strategic distribution relationships across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Drives adoption and growth of model portfolios, multi-asset and alternative investment solutions, manager research, and enterprise capabilities. Builds regional and account growth strategies, secures platform approvals, expands advisor engagement and asset flows, partners cross-functionally on integrated solutions, and represents the firm in executive and industry engagements.
One Month AgoSaved
Hybrid
Denver, CO, USA
Fintech • Payments • Financial Services
Leads strategic distribution and national accounts across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develops West Coast growth strategies, expands platform relationships, drives model portfolio and investment solution adoption, and grows assets, revenue, advisor engagement, and enterprise partnerships. Partners with investment, alternatives, OCIO, retirement, wealth solutions, and research teams while representing Wilshire in executive client and industry engagements.
One Month AgoSaved
In-Office or Remote
Seattle, WA, USA
Fintech • Payments • Financial Services
Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems on the West Coast. Builds enterprise relationships, expands platform penetration, drives model portfolio and investment solution adoption, supports advisor engagement, and grows assets and revenue. Partners with investment, alternatives, research, retirement, and wealth solutions teams while representing Wilshire at industry and executive events.
One Month AgoSaved
Hybrid
Chicago, IL, USA
Fintech • Payments • Financial Services
Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Builds enterprise relationships, drives platform approvals and adoption of model portfolios, multi-asset and alternative investment solutions, and grows assets, revenue, and advisor engagement. Partners with investment, research, alternatives, and wealth solutions teams, develops account strategies, supports field sales, and represents Wilshire at industry and executive events.
One Month AgoSaved
Hybrid
Santa Monica, CA, USA
Fintech • Payments • Financial Services
Lead strategic distribution and business development across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develop West Coast growth strategies, expand enterprise relationships, drive platform approvals and model portfolio adoption, and grow assets and revenue. Partner with investment, alternatives, OCIO, retirement, research, sales, and relationship management teams to deliver integrated solutions. Represent Wilshire in executive client engagements, conferences, due diligence meetings, and platform events.
One Month AgoSaved
Hybrid
New York, NY, USA
Fintech • Payments • Financial Services
Join the Alternatives Manager Research team supporting investment due diligence, maintaining the research database, contributing to deal teams, and drafting investment memos for fund investments, co-investments, and secondaries. Perform quantitative and qualitative analysis and support the investment process under senior management.
One Month AgoSaved
Hybrid
Pittsburgh, PA, USA
Fintech • Payments • Financial Services
Lead sourcing, underwriting, and due diligence for private markets (primary funds, secondaries, co-investments). Conduct market and manager research, draft investment memos, monitor portfolio performance, enhance research processes, and support client communications. Act as deal team member and mentor to junior staff, with frequent manager meetings and travel.
One Month AgoSaved
Hybrid
Chicago, IL, USA
Fintech • Payments • Financial Services
Lead research and due diligence for private markets with emphasis on secondaries; source and underwrite primary funds, secondaries, and co-investments; prepare investment memos, monitor portfolio performance, enhance research processes, and support client communications.
One Month AgoSaved
Hybrid
New York, NY, USA
Fintech • Payments • Financial Services
Lead research and due diligence on private markets (with emphasis on secondaries). Source and underwrite primary funds, secondaries, and co-investments; prepare investment memoranda; conduct market and manager research; monitor portfolio investments; improve research processes; support client communications and presentations.
One Month AgoSaved
Hybrid
Santa Monica, CA, USA
Fintech • Payments • Financial Services
Lead sourcing, underwriting, and due diligence for private markets (especially secondaries). Support deal teams on primary funds, secondaries, and co-investments; maintain manager relationships; perform market and manager research; monitor investments; improve research processes; and support client presentations and reporting.
2 Months AgoSaved
Hybrid
Santa Monica, CA, USA
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Retain and grow assets, coordinate internal teams, manage onboarding/KYC, produce investor reporting and analytics, support fund launches/restructurings, ensure regulatory compliance, and provide market insights and thought leadership.
2 Months AgoSaved
Hybrid
Pittsburgh, PA, USA
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage relationships, onboarding/KYC, investor reporting and deliverables, coordinate with internal teams (legal, compliance, marketing), support fund launches and alternatives products, analyze large datasets and performance metrics, and provide market insight to retain and grow client assets.
2 Months AgoSaved
Hybrid
Chicago, IL, USA
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage client onboarding, KYC, reporting, deliverables, and fund launches. Coordinate internal teams (legal, compliance, marketing), analyze large data sets for performance and ownership reporting, provide market insights, and drive retention and asset growth while advocating for client needs.
2 Months AgoSaved
Hybrid
New York, NY, USA
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and alternatives investors, managing relationships, onboarding/KYC, coordinating internal teams, preparing investor reporting and deliverables, supporting fund launches and investor services, and providing market insights to retain and grow assets.
2 Months AgoSaved
Hybrid
New York, NY, USA
Fintech • Payments • Financial Services
The Hedge Fund Research VP conducts research, evaluates hedge fund managers, performs due diligence, analyzes market trends, and manages risk assessments for investments.