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.

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.

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.