What is an Account Executive at Wilshire Advisors?
At Wilshire Advisors, the Account Executive role is officially designated as the Vice President, Wealth Business Development. This is a high-impact, senior-level sales and relationship management position designed to accelerate the growth of the firm's wealth management division. You will be responsible for driving the adoption of Wilshire Advisors' institutional-grade investment solutions, including outsourced chief investment officer (OCIO) services, multi-asset model portfolios, alternative investment access, and sophisticated investment analytics.
As a Vice President, Wealth Business Development, your target audience consists of Registered Investment Advisors (RIAs), multi-family offices, broker-dealers, and trust companies. You do not merely sell products; you deliver comprehensive portfolio construction and business enablement solutions that help financial advisors scale their practices. Your ability to articulate complex financial concepts, build deep institutional trust, and align Wilshire Advisors' capabilities with the strategic goals of wealth managers is central to the firm's growth trajectory.
This role is highly collaborative and requires close partnership with internal investment committees, portfolio managers, product specialists, and operations teams. Because Wilshire Advisors manages and advises on trillions of dollars in assets globally, your clients will expect a level of sophistication, market insight, and consultative expertise that goes far beyond traditional wholesaling. Successful candidates will find this position intellectually stimulating, highly entrepreneurial, and financially rewarding, with the ability to directly influence the firm's market share in the rapidly expanding wealth management sector.