Wilshire Advisors LLC

Vice President, Client Solutions (Alternatives & Wealth)

New York, NY, United States · Exec

Sponsorship not specified$110k-$175kDetected 15 days ago

RESTExcelAPI TestingResearchLeadershipCommunicationCollaborationPublic SpeakingOrganizational Skills

About the role

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.
Wilshire's Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships.

Coordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracy
Manage client on-boarding, initiating KYC and following through to ensure documents are processed in a timely manner
Excellent interpersonal and communication skills, with a demonstrated ability to build rapport, influence stakeholders, and resolve conflicts
Ability to manage multiple projects simultaneously by showing good organizational skills and attention to detail
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
The Client Solutions team also supports underlying investors in Wilshire's alternatives products across hedge funds and private markets.

Bachelor's degree or equivalent experience
8 years of experience in client services, relationship management, or similar role within the financial services industry
Strong understanding of investment products, financial markets, and industry regulations, with the ability to communicate complex concepts to clients effectively
Proficiency with calculation and interpretation of standard investment performance metrics
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.

The pay range for this position is $110,000-$175,000.
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.

The role works across asset classes, spanning both public and private markets, with a primary focus on wealth and retirement channels.
Experience in the wealth and/or retirement space, including knowledge of key firms, trends, and products utilized across the intermediary space is preferred

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.

, 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

This listing is sourced directly from Wilshire Advisors LLC's careers page and normalized into a canonical job model.