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Vice President/Senior Vice President - North American Intermediary Sales

Company: Wilshire Advisors LLC
Location: Santa Monica
Posted on: September 23, 2022

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 beresponsiblefor helping to grow the firm's presence as a premier provider of investmentservicesto the financial intermediary market, including banks, broker-dealers, insurance companies, retirement plan providers, recordkeepers, RIAs, asset managers and others. Primaryserviceofferings include asset allocation advice, discretionary model portfoliomanagement, manager research outsourcing, retirement fiduciaryservicesand alternative investmentsolutions. There will be extensiveinteractionwith prospects, clients, and cross-functional Wilshire teams. Specific expertise anddirectrelationshipsin the financial intermediary space is preferred.
What you'll do:

  • Developandimplementa salesstrategyfor assigned territory
  • Full cycle sales and delivery of agreed upon revenue and other sales metrics
  • Buildand maintain anactivepipeline 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 andsolutions
  • Work with teams across Wilshire todevelopefficient cross-selling opportunities
  • Proactivelyshareexperiences, best practices and suggestions for improvement
  • Attend industry conferences, asneeded
  • Connectwith prospects virtually
  • Travel asneededto growrelationshipsand revenue

    What you have:

    • Bachelor's degree; advanced degree preferred
    • Minimum 5yearsof investmentmanagementor financialservicessales experience
    • Demonstratedunderstandingof the institutional investment marketplace
    • Demonstratedsuccessinsolutionsales, preferably within the financial intermediary marketplace
    • Experience managing a sales plan and pipeline
    • Track record ofsuccessin articulating a strongvalueproposition and a consultative sales model
    • Demonstratedability to identify and pursue new businessleads
    • 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.

        Effective November 1, 2021, Wilshire requires that all successful applicants for positions located in the United States be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
        Visit 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 or 310-584-6011.

Keywords: Wilshire Advisors LLC, Santa Monica , Vice President/Senior Vice President - North American Intermediary Sales, Executive , Santa Monica, California

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