Teams at Wilshire

Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Builds enterprise relationships, drives platform approvals and adoption of model portfolios, multi-asset and alternative investment solutions, and grows assets, revenue, and advisor engagement. Partners with investment, research, alternatives, and wealth solutions teams, develops account strategies, supports field sales, and represents Wilshire at industry and executive events.

Lead research and due diligence for private markets with emphasis on secondaries; source and underwrite primary funds, secondaries, and co-investments; prepare investment memos, monitor portfolio performance, enhance research processes, and support client communications.

Serve as primary client contact for wealth and retirement clients across public and private markets. Manage client onboarding, KYC, reporting, deliverables, and fund launches. Coordinate internal teams (legal, compliance, marketing), analyze large data sets for performance and ownership reporting, provide market insights, and drive retention and asset growth while advocating for client needs.