Analyst – Intermediary Sales Support

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

Wilshire is seeking an Intermediary Sales Support Analyst. You will be responsible for helping to grow the firm’s presence within wealth management organizations across the United States. The primary focus will be to proactively build business relationships with financial advisors (“FAs”), maintain current client assets, cross sell FAs, and convert prospects to clients. You will be responsible for meeting outbound call and email goals, as well as FA follow ups. The successful candidate must thrive at taking complex investment concepts across a variety of disciplines and communicating these concepts in ways that FAs and their clients can understand. Additionally, the successful candidate must possess excellent verbal and written communication skills, be comfortable delivering presentations to large, diverse groups of financial professionals and have a professional demeanor under duress.

What you’ll do:

• Work closely with the sales desk manager to develop business and territory management plans.
• Proactively make outbound calls, craft emails and conduct web conferences with top prospects and clients to market, educate and promote the Wilshire’s suite of products.
• Be active in creating and refining content meant to articulate Wilshire’s investment techniques in ways easily understood across client distribution channels and likely to increase asset growth in key accounts
• Serve as a product expert on Wilshire’s client-specific asset allocation portfolio solutions, keeping client sales staff and external financial advisors apprised of market and product changes and enhancements
• Conduct product and sales training through individual phone calls, webinars, and potentially conferences, workshops and branch meetings
• Maintain a high level of professional conduct ensuring that all Wilshire compliance and firm policies are adhered to
• Be organized and diligent in tracking progress toward business objectives and coordinating with appropriate Wilshire home office staff
• Consult with advisors over the implementation of various practice management programs including client segmentation and marketing strategies

What you have:

• Bachelor’s degree; advanced degree preferred
• An understanding of asset allocation, mutual funds, ETFs and separately managed accounts
• Familiarity and relationships with open architecture Turnkey Asset Management Platforms (“TAMPs”) a plus.
• Experience with Salesforce CRM

What you get:

• Competitive compensation package, including quarterly commission opportunities
• An international, entrepreneurial, and collaborative work environment
• Work/Life Balance: 15 days of PTO, 13 paid holidays per year (includes the last business week of the year)
• 401(k) Company Match
• Comprehensive medical/dental/vision plans, FSA/life insurance/STD/LTD/EAP, Parental Leave, wellness programs
• CFA/CIPM/CAIA Incentive Program and Professional Membership support

Visit www.wilshire.com for additional company information.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race, 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 (defined as having a preference for heterosexuality, homosexuality or bisexuality, having a history of such a preference or being identified with such a preference). 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 Advisors LLC 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.

Wilshire Advisors LLC 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.

No phone calls.

If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or 310-584-6011.