Senior Regional Sales Director (Texas, IBD & RIA Channels) jobs in United States
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Virtus Investment Partners ยท 2 weeks ago

Senior Regional Sales Director (Texas, IBD & RIA Channels)

Virtus Investment Partners is a dynamic, fast-growing organization dedicated to the success of its employees. The Senior Regional Sales Director is responsible for representing the company's investment offerings and engaging with investment professionals and intermediaries to build relationships and provide technical information.

Financial Services

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

Qualification

Sales skillsProduct knowledgeLicenses Series 7Licenses Series 63Licenses 66Relationship buildingProject managementEnergyCommunication skillsMotivation

Required

Bachelor's degree
Ten or more years of experience with strong sales skills and product knowledge and established relationships within assigned territory and channel
Demonstrated written and verbal communication skills
Motivated and energetic with strong project management and selling skills, and the ability to drive objectives relatively autonomously
The candidate will be required to travel extensively in the field, approximately 90% of the time
Required licenses: Series 7 and Series 63 or 66

Benefits

Eligible to participate in an incentive plan

Company

Virtus Investment Partners

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Virtus Investment Partners provides investment management products and services to individuals and institutions.

Funding

Current Stage
Late Stage

Leadership Team

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Andra Purkalitis
Executive Vice President & Chief Legal Officer
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Mark S. Flynn
EVP, General Counsel and Corporate Secretary (retired)
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Company data provided by crunchbase