Wilshire is seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client reporting and materials.
The position requires a deep understanding of investment products, markets, and regulations, with excellent communication skills to convey complex concepts.
#J-18808-LjbffrSenior VP, Client Solutions & Wealth Partnerships in santa monica at Unknown Company
This position is listed as full time and onsite.