Business Development (BUSDEVFMGCH0618-BT)

Wilshire Chicago, IL
Wilshire Funds Management, the asset management and investment advisory business unit of Wilshire Associates Incorporated, is looking to hire a senior business development professional. This role will focus on growing the firm's presence as a premier provider of investment advisory services to the financial intermediary market, including banks, broker-dealers, insurance companies, retirement plan providers, recordkeepers, RIAs and others. Primary service offerings include asset allocation advice, model portfolio construction, manager research outsourcing, fiduciary advice and alternative investments. This position is very visible and will provide the successful candidate with significant interaction within and across the firm. Travel will be moderate and at times intense. Prospective client and internal personnel interaction will be regular and sometimes intense; therefore, the successful candidate must demonstrate excellent verbal and written communication skills, solid analytical skills and a professional demeanor.

Responsibilities Include

* Develop new relationships and generate revenue through pro-active outbound communication initiatives

* Mastery of advisory service offerings and skilled at conducting presentations with home office staff and advisors

* Successfully identify prospective clients, schedule meetings, create proposals and negotiate agreement terms as needed

* Conduct market research on trends in advisory services across all market channels

* Ad hoc analysis for presentation content including fund performance analysis, risk statistics, market commentaries, and performance attribution

* Assisting in the development of client presentation materials and RFP responses

* Working on ad hoc projects

Desired Skills and Background

* BA/BS in finance, economics, business or marketing related studies

* Strong communication skills, both written and verbal, and the ability to interact effectively with both prospective clients and colleagues in other departments

* 10+ years of experience in the investment management or financial services industry

* Understanding of investment securities, mutual funds, and asset allocation

* Specific experience with investment analytics, investment reporting, or investment marketing

* Ability to demonstrate initiative and prioritize work appropriately

* Advanced skills in Word, Excel, PowerPoint, and investment analytics programs a plus

* Series 6 or 7 and 63 preferred

* Experience with institutional asset allocation sales a plus

* Experience within the RIA and/or family office space a plus

Our Offer:

* An international, dynamic, entrepreneurial work environment

* Competitive compensation package, including commission and a bonus opportunity

* 3 weeks of vacation, 8 paid holidays per year

* 401(k)/Roth 401(k)/Medical/Dental/Vision insurance

Visit for additional company information.

Wilshire Associates Incorporated is an Equal Opportunity Employer, Minority/Female/Disability/Veteran.

Wilshire Associates Incorporated 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.

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