Teams at Wilshire

Provides front desk reception, guest services, office administration, mail and package handling, event and meeting support, vendor coordination, office supply management, parking and transportation coordination, badge administration, basic technology support, and recruitment assistance. Maintains a welcoming, organized, and functional Santa Monica office while coordinating vendors, facilities requests, shipments, events, and daily opening and closing duties.

Supports intermediary investment clients by preparing reports, presentations, questionnaires, and customized deliverables. Reviews quarterly fund data for accuracy, develops knowledge of client mandates and reporting needs, and coordinates with clients, external partners, and internal teams. The role requires investment-market knowledge, strong communication, attention to detail, multitasking, Microsoft Office proficiency, and the ability to work independently and collaboratively.

Lead strategic distribution and business development across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develop West Coast growth strategies, expand enterprise relationships, drive platform approvals and model portfolio adoption, and grow assets and revenue. Partner with investment, alternatives, OCIO, retirement, research, sales, and relationship management teams to deliver integrated solutions. Represent Wilshire in executive client engagements, conferences, due diligence meetings, and platform events.