Senior Sales, Retail Alternatives SVP

Summary

Join Wilshire as a Senior Sales, Retail Alternatives professional and play a key role in building relationships with RIAs, Banks, Family Offices, and other intermediaries. You will develop and implement sales strategies, lead advisor relations, and collaborate with the sales and marketing team. This role requires experience selling alternative investments and strong communication skills. The position offers a hybrid or remote work model from our Chicago office and a comprehensive benefits package.

Requirements

• Bachelor’s degree or equivalent experience
• Minimum of 3-5 years of experience working with the RIA, Bank, and Family Office community and 5-10 years in direct sales and client service
• Demonstrable track record selling interval or tender offer funds, BDCs, or private investments
• Relationships among professional buyers and home office investment teams
• In depth knowledge of investment structures, buying cycles and key distribution channels
• FINRA Series 7 and 63 required
• Excellent communication and presentation abilities, with the ability to convey complex ideas clearly and concisely
• Demonstrated results in developing and maintaining client relations
• Ability to work independently, be results-driven, and goal-oriented
• Candidate must be collaborative, a team player, self-driven and possess strong integrity and professionalism
• Ability to travel

Responsibilities

• Develop and implement a comprehensive sales strategy for Wilshire Retail Alternatives products
• Develop and implement effective outreach strategies and lead advisor relations
• Articulate the benefits of adding high-quality, private markets exposure to portfolio allocation
• Collaborate with Wilshire sales and marketing team to develop and update sales literature, marketing, and advisor education materials
• Maintain CRM and database for all prospects and relationships
• Stay abreast of market and industry trends for Alternative retail products
• Ensure the involvement of appropriate subject matter experts to facilitate and close business deals effectively

Benefits

• Hybrid or remote model out of our Chicago office
• 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