Teams at Wilshire

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.

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.

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.