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.

Lead sourcing, underwriting, and due diligence for private markets (especially secondaries). Support deal teams on primary funds, secondaries, and co-investments; maintain manager relationships; perform market and manager research; monitor investments; improve research processes; and support client presentations and reporting.

Serve as primary client contact for wealth and retirement clients across public and private markets. Retain and grow assets, coordinate internal teams, manage onboarding/KYC, produce investor reporting and analytics, support fund launches/restructurings, ensure regulatory compliance, and provide market insights and thought leadership.