Vice President, Client Solutions (Alternatives & Wealth)

Job Description

Wilshire’s Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. The role works across asset classes, spanning both public and private markets, with a primary focus on wealth and retirement channels.

• Act as the primary point of contact for assigned clients, ensuring their needs are understood and addressed in a timely manner
• Foster strong relationships with clients by demonstrating a deep understanding of their investment objectives, preferences, and expectations
• Retain and grow client assets by providing excellent service and offering solutions tailored to their individual needs and goals
• Serve as the liaison between internal departments and clients, ensuring seamless communication and collaboration
• Participate as necessary in fund launches or restructurings
• Cook up with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracy
• Be knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to comply
• Manage client on-boarding, initiating KYC and following through to ensure documents are processed in a timely manner
• Aid with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investors
• Stay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunities
• Prepare investor specific reporting on performance, correlations, fees, percentage ownership of underlying positions, etc.
• Promote a client-centric culture within the organization by sharing client insights, feedback, and success stories with internal teams and stakeholders

Qualifications

• Bachelor’s degree or equivalent experience
• 8 years of experience in client services, relationship management, or similar role within the financial services industry
• Strong understanding of investment products, financial markets, and industry regulations, with the ability to communicate complex concepts to clients effectively
• Excellent interpersonal and communication skills, with a demonstrated ability to build rapport, influence stakeholders, and resolve conflicts
• Ability to manage multiple projects simultaneously by showing good organizational skills and attention to detail
• Experience in the wealth and/or retirement space, including knowledge of key firms, trends, and products utilized across the intermediary space is preferred
• Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing excel
• Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies