Virtus

The Lead Advisor partners with the Business Development Officer to manage high-net-worth client relationships and support new business growth. Responsibilities include developing customized investment proposals and providing comprehensive financial, estate, and tax planning advice.

The Lead Advisor partners with the Business Development Officer to manage high-net-worth client relationships and support new business growth. Responsibilities include creating customized investment proposals, providing comprehensive financial planning, and conducting regular portfolio reviews.

The Senior Regional Sales Director represents Virtus Investment Partners’ full complement of investment offerings, including mutual funds, SMAs, and ETFs, to various investment professionals and intermediaries. Key duties involve engaging advisors through relationship-building, providing technical product information, and acting as a consultant on practice management and portfolio construction.