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Support client solutions for alternatives (≈60%) and conduct alternatives research (≈40%). Monitor client portfolios, create presentation materials, perform quantitative analyses (e.g., portfolio pacing), support new client solutions and ad hoc requests. Evaluate private markets investments (private equity, private credit, real assets) in North America, participate in 3-4 person deal teams, and assess primaries, co-investments, and secondaries.

Support and maintain the firm's SEC-registered compliance program, conduct compliance testing and monitoring, prepare filings and exam responses, review marketing materials, manage compliance records, assist with risk assessments and testing plans, and support the Chief Compliance Officer on policy, reporting, and remediation efforts.

Lead and maintain Wilshire's employee compliance program: develop policies, manage trainings and disclosures, oversee audits/investigations, coordinate compliance technology, maintain records, and support reporting and regulatory updates.

The VP of Wealth Business Development will drive strategic relationships in the intermediary wealth channel, focusing on model portfolios and investment solutions to enhance Wilshire's adoption and growth across various wealth platforms.