As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Wilshire’s 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 Wilshire’s 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 you’ll 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
Bachelor’s 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
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 $110,000-$175,000. 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.
Visit www.wilshire.com 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 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 [email protected] or 310-584-6011.