Senior Regional Sales Director (Northern California, Wire Channel)

Virtus Investment Partners, Inc.

$125K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance, business, or a related field.
  • Over 10 years of sales experience within the investment sector.
  • Strong existing relationships with financial advisors and intermediaries in territory.
  • Excellent verbal and written communication skills for effective engagement.
  • Proven ability to work autonomously with strong project management skills.
  • Willingness to travel approximately 90% of the time for client meetings.
  • Required licenses: Series 7 and Series 63 or 66.

Responsibilities

  • Represent Virtus as an expert on mutual funds, ETFs, and SMAs.
  • Build and maintain strong relationships with financial advisors.
  • Lead targeted sales initiatives in assigned territory.
  • Assess client needs and coordinate service delivery to intermediaries.
  • Conduct training meetings on sales and product topics.

Benefits

  • Comprehensive package of benefits to support employees' well-being.
  • Professional development opportunities for career growth.
  • Encouragement of work-life balance for all employees.
  • Commitment to a diverse and inclusive work environment.
Full Job Description
Job Description

The Senior Regional Sales Director is responsible for representing Virtus Investment Partners’ full complement of investment offerings, including mutual funds, SMAs and ETFs, to investment professionals and intermediaries (Independents, RIA and Wirehouse). The Senior Regional Sales Director engages advisors in several relationship-building activities including providing technical information on the products they represent and demonstrating a strong knowledge of the competitive landscape, financial markets, and industry-related topics. The Regional Sales Director also acts as a consultant in the areas of practice management and portfolio construction.

The ideal candidate will be remotely located in San Francisco, CA.

Primary Job 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.

Ideal Qualifications:

  • Bachelor’s degree.
  • Ten or more years of experience with strong sales skills, product knowledge and established relationships within assigned territory and channel.
  • Excellent written and verbal communication skills.
  • Motivated and energetic with strong project management skills and the ability to operate autonomously.
  • Ability to travel extensively in the field, approximately 90% of the time.
  • Required licenses: Series 7 and Series 63 or 66.

The salary for this role is $125,000.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.

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