Wilshire Associates Seeking PR Firm

 Wilshire Associates, a leading global financial services firm, is interested in identifying public relations firms as candidates to provide PR services.  Firms responding to the RFP will be invited to present their qualifications in person at Wilshire’s Santa Monica, Calif., headquarters.

The search has been initiated by Wilshire Consulting, a business unit of Wilshire Associates. However, all four business units of Wilshire, as well as the firm’s corporate offices, will participate. Finalists will be asked to present two proposals: one to serve Wilshire Consulting only and one to serve Wilshire Associates (and all of its business units) as a whole.

We are looking for an organization or individual with a solid record of providing public relations expertise to the financial services industry. We believe there are common elements involved in the formal practice of public relations and that results must go beyond media relations or crisis management. We’re looking for professionals who can positively impact sales and boost business growth.

Expectations:

  • Bring a team of individuals or variety of resources to partner with us to grow the business
  • Develop/ present a written PR strategy supporting Wilshire’s business development efforts
  • Draft and distribute press releases
  • Collaborate on developing and distributing surveys/studies
  • Assist with speaking engagements
  • Proactively manage media relations
  • Enhance our social media presence
  • Improve Google search results
  • Develop/update a media kit
  • Publicize recurring activities/events
  • Positively impact sales/business growth

Qualifications:

  • As of Dec. 31, 2015, the organization must have a minimum five-year track record of providing PR expertise to the financial service industry
  • The primary person responsible for the account must have a minimum 10-year track record of providing PR expertise to the financial service industry.
  • At their own expense, qualified candidates may be asked to deliver up to two presentations at Wilshire’s Santa Monica, Calif., headquarters.

To request a copy of the RFP, please contact Jenny Herring, jherring@wilshire.com. RFP Responses will be due electronically Friday, April 15, 2016. Questions regarding this RFP may be submitted via email until April 4, 2016 to Jenny Herring.

About Wilshire Associates Wilshire Associates, a leading global financial services firm, provides consulting services, analytics solutions and customized investment solutions to plan sponsors, investment managers and financial intermediaries. Its business units include Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets.

Wilshire Consulting’s expertise includes asset allocation strategy, investment policy development, investment structure implementation, money manager selection and performance measurement as well as Outsourced Chief Investment Officer (OCIO) and actuarial services.

Related posts