The role involves providing high-quality service to mutual fund and offshore clients through inbound calls and written inquiries. Additionally, the associate will collaborate with service providers to ensure operational compliance with industry regulations and internal policies.
The Senior Regional Sales Director represents Virtus Investment Partners' full suite of investment products to intermediaries and advisors. They are responsible for developing new relationships, maintaining existing ones, and acting as a subject matter expert on investment strategies and portfolio construction.
The Lead Advisor will partner with the Business Development Officer to manage client relationships and develop new business opportunities. They are responsible for providing comprehensive wealth management, financial planning, and investment advisory services to high-net-worth clients.
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.
