Virtus

Provide accurate and time-sensitive services to mutual fund and offshore clients via call center and written inquiries. Collaborate with outsourced service providers to ensure adherence to quality standards and regulatory compliance.

This senior role is responsible for owning and expanding strategic national account relationships across intermediary platforms, focusing primarily on alternative investment strategies. Key duties include serving as the senior relationship manager for key stakeholders, leading platform access and approval processes, and collaborating cross-functionally to execute distribution strategies.

The Lead Advisor will partner with the Business Development Officer to manage clients, developing plans to meet client goals covering investment advisory, financial planning, and estate/tax planning. Key duties include supporting new business development, preparing customized investment proposals, and providing comprehensive wealth management services to high-net-worth clients.

The Lead Advisor will partner with the Business Development Officer to develop and manage clients, handling investment advisory, financial planning, and estate/tax planning aspects of new relationships. Key duties include supporting new business development, creating customized investment proposals, and providing comprehensive wealth management services to high-net-worth clients.

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.

The Senior Regional Sales Director is responsible for representing Virtus Investment Partners’ investment offerings to investment professionals and intermediaries. This includes engaging advisors in relationship-building activities and providing technical information on products.