Supports institutional investment consulting engagements through asset allocation analysis, manager research and evaluation, performance measurement audits, investment research, and client material development. Collaborates with senior leaders and internal teams on traditional and alternative investments, prepares board and committee presentations, communicates with clients, and contributes to white papers and investment monitoring. The role requires strong investment knowledge, attention to detail, multitasking, and proficiency with Microsoft Office.

Leads strategic distribution and national accounts across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develops West Coast growth strategies, expands platform relationships, drives model portfolio and investment solution adoption, and grows assets, revenue, advisor engagement, and enterprise partnerships. Partners with investment, alternatives, OCIO, retirement, wealth solutions, and research teams while representing Wilshire in executive client and industry engagements.