Teams at Wilshire

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.

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.

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.