Vice President, Wealth Business Development (West Coast)
Denver, Colorado, United States · Hybrid
$130k–$230k/yr
Senior$93M raised
Company Description 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…
Skills: Intermediary distribution, National accounts, Wealth platform distribution, Model portfolios, Asset management
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$20/hr–$23/hr
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Fanatics
Senior Trader, Market Making
Denver, Colorado, United States · Hybrid
Senior$4.9B raised
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** Applications will be received until September 17, 2026. If the position is not filled by then, we may consider applications submitted after the deadline. Interested applicants must apply online by visiting the Denver …
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$130k–$230k/yr
Full-time
Collaborative work environment, Generous PTO, 401(k) match, Medical insurance, Dental insurance, Vision insurance
Posted 8d ago
~40 hrs/week
Responsibilities
The Vice President will develop and execute a regional growth strategy to expand Wilshire's intermediary distribution footprint across the West Coast. They will manage strategic relationships with broker-dealers, RIAs, and TAMPs while driving the adoption of model portfolios and investment solutions.
Requirements
Candidates must have 7+ years of experience in intermediary distribution or national accounts within the asset or wealth management sectors. A strong understanding of model portfolio ecosystems, managed account platforms, and advisor adoption dynamics is required.
Full job description
Company Description
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.
Job Description
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 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.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011.
Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1) Our clients rely on us in seeking to improve investment outcomes for a better future. Wilshire advises on over $1.3 trillion in assets and manages $183 billion in assets as of March 31, 2026.(2) Wilshire is headquartered in the United States with offices worldwide.
(1) Includes institutional investors, financial intermediaries, and Wilshire-sponsored vehicles. Does not include individual retirement plans and retail investors via financial intermediary platforms.
(2) Assets under advisement refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire’s advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client’s portfolio. Assets under management refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and is calculated differently than “regulatory assets under management.”
Offices: 1299 Ocean Avenue,, Suite #600, Santa Monica, CA 90401, US · 34/F Jardine House, 1 Connaught Place, Suite 3412, Central, HK · 210 Sixth Avenue, Suite 3720, Pittsburgh, PA 15222, US · 222 West Adams Street, Suite 1880, Chicago, IL 60606, US · 370 Interlocken Boulevard, Suite 620, Broomfield, CO 80021, US
How much do Finance & Accounting jobs in Denver, CO pay?
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