Vice President of Sales, Retail Investment Solutions

2 weeks ago


Santa Monica California, United States Wilshire Advisors LLC Full time

Position Overview:
The Vice President of Sales, Retail Investment Solutions will be instrumental in cultivating partnerships with Registered Investment Advisors (RIAs), banking institutions, family offices, and various intermediary channels. This role is essential in establishing Wilshire Advisors LLC as a premier provider of institutional-grade fund offerings.

This position presents a unique opportunity to make a significant impact within a rapidly expanding product segment at Wilshire. You will collaborate closely with senior leadership, alternative investment teams, sales and client service departments, as well as product development units.

Key Responsibilities:

  • Formulate and execute a robust sales strategy for Wilshire's Retail Investment Solutions.
  • Design and implement effective outreach initiatives and foster advisor relationships.
  • Communicate the advantages of incorporating high-quality private market investments into portfolio strategies.
  • Work in tandem with the Wilshire sales and marketing teams to create and refine sales materials, marketing collateral, and educational resources for advisors.
  • Maintain an organized CRM system and database for tracking prospects and client relationships.
  • Stay informed about market dynamics and industry developments related to alternative retail investment products.
  • Engage relevant subject matter experts to support and successfully close business transactions.


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