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Vice President/Senior Vice President – North American Intermediary Sales



Locations

  • Chicago, IL
  • Pittsburgh, PA
  • Santa Monica, CA
  • Jersey City, NJ

Category

Investment Solutions

Position Type

Full-Time/Regular

Job Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

You will be responsible for helping to grow the firm’s presence as a premier provider of investment services to the financial intermediary market, including banks, broker-dealers, insurance companies, retirement plan providers, recordkeepers, RIAs, asset managers and others. Primary service offerings include asset allocation advice, discretionary model portfolio management, manager research outsourcing, retirement fiduciary services and alternative investment solutions. There will be extensive interaction with prospects, clients, and cross-functional Wilshire teams. Specific expertise and direct relationships in the financial intermediary space is preferred.

What you’ll do:

  • Develop and implement a sales strategy for assigned territory
  • Full cycle sales and delivery of agreed upon revenue and other sales metrics
  • Build and maintain an active pipeline of viable prospects
  • Record and report pipeline progress using Salesforce
  • Participate in scheduled and ad hoc status calls
  • Identify opportunities to sell other Wilshire products and solutions
  • Work with teams across Wilshire to develop efficient cross-selling opportunities
  • Proactively share experiences, best practices and suggestions for improvement
  • Attend industry conferences, as needed
  • Connect with prospects virtually
  • Travel as needed to grow relationships and revenue

What you have:

  • Bachelor’s degree; advanced degree preferred
  • Minimum 5 years of investment management or financial services sales experience
  • Demonstrated understanding of the institutional investment marketplace
  • Demonstrated success in solution sales, preferably within the financial intermediary marketplace
  • Experience managing a sales plan and pipeline
  • Track record of success in articulating a strong value proposition and a consultative sales model
  • Demonstrated ability to identify and pursue new business leads
  • Experience with Salesforce CRM

Required Certifications/Licenses:

Active and valid FINRA licenses that allow for the sale of private securities.  If you are not currently licensed, you will have a condition of employment to obtain relevant licenses.

What you get:

  • 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. 

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 Advisors 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 ApplicantAccessibility@wilshire.com or 310-584-6011.

 


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