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Vice President, Wealth Business Development (Midwest)

🕒 yesterday
Intermediary DistributionNational AccountsWealth Platform DistributionBroker Dealers

📜 Description

  • Develop and manage strategic relationships across broker dealer home offices, TAMPs, and managed account platforms.
  • Execute a regional growth strategy focused on expanding Wilshire's intermediary distribution footprint.
  • Drive commercialization and growth of model portfolios and multi-asset solutions.
  • Partner with investment and research teams to deliver integrated solutions for intermediary clients.
  • Build strategic business plans for key accounts focused on platform penetration and advisor engagement.

🛠️ 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, and managed account platforms.
  • Strong understanding of model portfolio ecosystems and wealth technology infrastructure.
  • Existing relationships across the intermediary wealth ecosystem strongly preferred.
  • Excellent communication, presentation, and executive relationship management skills.
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