About the role
Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.
We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.
We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.
We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.
Job Description
The Senior Regional Sales Director is responsible for representing Virtus Investment Partners’ full complement of investment offerings, including mutual funds, SMAs and ETFs, to investment professionals and intermediaries (Independents, RIA and Wirehouse). The Senior Regional Sales Director engages advisors in several relationship-building activities including providing technical information on the products they represent and demonstrating a strong knowledge of the competitive landscape, financial markets, and industry-related topics. The Regional Sales Director also acts as a consultant in the areas of practice management and portfolio construction.
The ideal candidate will be remotely located in San Francisco, CA.
Primary Job Responsibilities:
Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of its mutual funds, ETFs, and separately managed accounts including underlying investment strategies, rationale for product positioning, drivers of performance and relevant market background.
Develop new relationships and maintain (evolve) existing relationships with advisors.
Lead sales initiatives with intermediaries in a defined territory.
Identify client needs and coordinate efforts to serve assigned intermediaries.
Conduct sales/product training meetings for assigned territories.
Ideal Qualifications:
Bachelor’s degree.
Ten or more years of experience with strong sales skills, product knowledge and established relationships within assigned territory and channel.
Excellent written and verbal communication skills.
Motivated and energetic with strong project management skills and the ability to operate autonomously.
Ability to travel extensively in the field, approximately 90% of the time.
Required licenses: Series 7 and Series 63 or 66.
The salary for this role is $125,000.
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.
Originally posted on Himalayas