Senior Investment Representative

4 days ago


Santa Monica, California, United States Wilshire Advisors LLC Full time
Key Responsibilities

As a Senior Sales, Retail Alternatives professional, your key responsibilities will include:

  • Developing and executing a comprehensive sales strategy for Wilshire Retail Alternatives products
  • Developing and implementing effective outreach strategies and lead advisor relations
  • Articulating the benefits of adding high-quality, private markets exposure to portfolio allocation
  • Collaborating with Wilshire sales and marketing teams to develop and update sales literature, marketing, and advisor education materials
  • Maintaining CRM and database for all prospects and relationships

A strong understanding of investment structures, buying cycles, and key distribution channels is essential for success in this role. You should also possess excellent communication and presentation skills, with the ability to convey complex ideas clearly and concisely.

In addition to your base pay, you will also be eligible for an annual discretionary bonus and a comprehensive benefits package including health insurance, 401(k) match, and paid time off.



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