Most financial services firm are stodgy, slow-moving and have a lot of red tape.

Today’s Culture Uncovered conversation is anything but that.

Today we talk with Rebecca Abraham, Head of HR at Wilshire, a diversified financial services company that’s making waves in the industry. In this episode, we had the opportunity to dive deep into Rebecca’s journey to Wilshire and explore the unique culture that defines the organization.

During our discussion, Rebecca emphasized the importance of agility, curiosity, and entrepreneurship —values that not only shape Wilshire’s work environment but also empower employees to thrive. Can we just say, this is rare in the financial services industry?

This conversation is packed with insights for anyone interested in understanding how a strong company culture can drive success.

So, join us as we uncover what makes Wilshire a remarkable place to work!

WILSHIRE’S QUICK STATS

Headquarters: Santa Monica, CA
Size: <300 employees globally
Founded in: 1972
Industry: Financial Services
Company Type: Private
CEO in 2024: Andy Stewart
We Interviewed:Rebecca Abraham, Head of HR

WHY WORK AT WILSHIRE

At Wilshire, growth and improvement are always top of mind. Rebecca highlighted the company’s commitment to evolving its culture by modernizing outdated processes to better support employees. “We’re looking at ways to automate, make things smoother, and empower people to make changes as they run into them,” she said. They’ve also introduced anonymous quarterly surveys to give employees a voice, and the company takes that feedback seriously. “By listening, responding, and creating space for employees to call out issues, we’re building a culture of trust and continuous improvement,” Rebecca added.

When it comes to professional development, Wilshire offers various opportunities for growth. While on-the-job learning has always been a part of the company’s culture, Rebecca shared that they’re expanding their formal development programs. Wilshire now sponsors LinkedIn Learning courses and certifications like CFA and CAIA, along with curated learning paths to help employees target specific skills. “We’re building more programming to help people grow in their careers,” Rebecca said.

WILSHIRE’S PERKS & BENEFITS

• Hybrid environment 
• Less hierarchy – great for proactive and agile professionals
• Mentorship program
• Mental Health benefits

THE TYPES OF EMPLOYEES THAT SUCCEED AT WILSHIRE

As for the type of employees who thrive at Wilshire, Rebecca emphasized the importance of a proactive and team-oriented mindset. “The people who succeed here are open-minded, driven to make things better, and willing to work collaboratively,” she explained. On the flip side, those who are more focused on individual recognition or prefer working alone may not fit as well into Wilshire’s collaborative environment.

IS WILSHIRE HIRING?

Looking ahead, Wilshire is focused on growing its sales and business development teams. “As we expand our product lines and explore new markets, building out our sales team is a priority,” Rebecca shared. There are also opportunities for growth in areas like manager research. While predicting hiring needs long-term is difficult, Rebecca encourages candidates to check the Wilshire Careers Page regularly for the latest updates.

HOW TO GET YOUR RESUME SEEN AT WILSHIRE

For those interested in joining the team, Rebecca recommends visiting Wilshire’s careers page to learn more about open roles and the hiring process. “We’re always looking for people who are proactive, team-oriented, and aligned with our values,” she said. Applicants should tailor their resumes to showcase how they fit within the company’s culture and mission.

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To learn more about Wilshire, check out their Careers Page.

About our Guest, Rebecca:
Rebecca Abraham is the Global Head of Human Resources for Wilshire, a financial services firm based in Santa Monica, CA that advises on over $1T in client assets. Her career has spanned sectors, industries and functions from nonprofit arts, social enterprise, education technology to financial services sales and strategy, to name a few. She enjoys using her well-rounded expertise to equip people with the skills, tools and resources to drive value in their lives and careers. Rebecca has a BA from Bard College at Simon’s Rock, an MBA from the USC Marshall School of Business and certifications in advanced Coaching and Human Resources, and most importantly is the mother of two amazing kids in Southern California.