Now Hiring - Wilshire Advisors LLC - Financial Services VP, Alternatives Sales (Private Wealth) in Broomfield, CO
Financial Services VP, Alternatives Sales (Private Wealth) in Broomfield, CO
Benefits:
yesLocation:
Broomfield, COFull description of the position
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 be responsible for helping Wilshire democratize access to alternative investments by representing Wilshire’s private market and marketable alternative investment capabilities to independent registered investment advisors, multi-family offices and other private wealth management organizations. Capabilities include alternative investment advisory services, discretionary alternative fund vehicles funds, and middle- / back-office operational support solutions. There will be extensive interaction with prospects, clients, and cross-functional Wilshire teams. This position reports to the Leader of North American Sales.
What you’ll do:
- Focus primarily on private wealth buyers of alternative investments
- Raise assets across various investment strategies
- Help expand our growing alternatives advisory business
- Effectively and thoughtfully articulate the investment philosophy and strategies of Wilshire
- Lead the sales process from opening the door to closing the sale, providing the necessary management and investment team resources along the way
- Existing relationships with independent RIAs and multi-family offices are preferred
- Candidate will be a passionate self-starter who can creatively identify, prioritize and gain access to new investors within the requisite channels
- In-depth knowledge about and familiarity with alternative investments across the liquidity spectrum, including private equity, private credit, private real assets, hedge funds and liquid alternatives
- Have demonstrated results cultivating a strong network in the marketplace that has resulted in winning clients
- Travel may be extensive at times, particularly around targeted fundraising periods which will require more dedication to prospecting
Additional Information
- This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, Jersey City, or Broomfield office or remotely in our list of approved states**
- 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.
The salary range for this position is $130,000 - $180,000/year. However, base pay will be determined on an individualized basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefits, which will be provided in conjunction with an offer of employment.
Visit [please apply online] 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 Associates 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 [please apply online] or 310-[please apply online].
**List of approved states: AK, CA, CO, DC, FL, GA, ID, IL, IN, NJ, NY, OH, OR, PA, TN, TX, WA, WI
Wilshire Advisors LLC
201 to 500 Employees
1972
Investment & Asset Management
Financial Services
http://www.wilshire.com
$25 to $100 million (USD)
5 Yes (amount not posted)
Wilshire Advisors LLC
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Wilshire Advisors LLC
5 Yes (amount not posted)