Vice President, Client Solutions

Wilshires 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. The role works across asset classes spanning both public and private markets with a primary focus on wealth and retirement channels. Responsibilities include coordinating with internal stakeholders managing client activities staying informed about market trends and providing thought leadership and advocating for clients within the organization. The Client Solutions team also supports underlying investors in Wilshires alternatives products across hedge funds and private markets. Client reporting and deliverables often requires the ability to parse large data sets and deep analytical skills.

What youll do:

• Act as the primary point of contact for assigned clients ensuring their needs are understood and addressed in a timely manner
• Foster strong relationships with clients by demonstrating a deep understanding of their investment objectives preferences and expectations
• Retain and grow client assets by providing excellent service and offering solutions tailored to their individual needs and goals
• Serve as the liaison between internal departments and clients ensuring seamless communication and collaboration
• Participate as necessary in fund launches or restructurings
• Coordinate with marketing legal and compliance teams to develop client and product materials presentations DDQs and investment reports ensuring accuracy
• Be knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to comply
• Manage client on-boarding initiating KYC and following through to ensure documents are processed in a timely manner
• Assist with the regular investor services task to be performed with our fund administrator ensure production and validation of all monthly trade activity from investors
• Stay informed about market trends industry developments and competitive landscape to provide clients with relevant insights and opportunities
• Prepare investor specific reporting on performance correlations fees percentage ownership of underlying positions etc.
• Promote a client-centric culture within the organization by sharing client insights feedback and success stories with internal teams and stakeholders

Qualifications :

• Bachelors 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
• 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
• Experience in the wealth and/or retirement space including knowledge of key firms trends and products utilized across the intermediary space is preferred
• Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing excel
• 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

Additional Information :

• This position will work on a hybrid model out of our Santa Monica Pittsburgh Chicago or New York office
• 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 pay range for this position is $110000-$175000. However base pay will be determined on an individual 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 benefit offerings which will be provided in conjunction with an offer of employment.

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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 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 .

Remote Work :

No

Employment Type :

Full-time