Now Hiring - Analyst, Intermediary Sales Support in Santa Monica, CA

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.

Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, Jersey City, or Broomfield office or remotely in our list of approved states**

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

• 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

• This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, Jersey City, or Broomfield office or remotely in our list of approved states**
• Competitive compensation package, including quarterly commission opportunities
• We offer a 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, and more.

The salary range for this position is $26 - $38/hour. However, base pay will be determined on an individualized basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefits, which will be provided in conjunction with an offer of employment.

Visit [please apply online] for additional company information.

Wilshire 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.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, 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. 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 Associates 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 for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at [please apply online] or 310-[please apply online].

**List of approved states: AK, CA, CO, DC, FL, GA, ID, IL, IN, NJ, NY, OH, OR, PA, TN, TX, WA, WI