Senior Regional Sales Director (Ohio & Western Pennsylvania, All Channel)

Virtus Investment Partners, Inc.

$100K — $125K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 10+ years of experience in sales with strong product knowledge.
  • Established relationships within assigned territory and distribution channels.
  • Excellent written and verbal communication skills.
  • Motivated, energetic, with strong project management capabilities.
  • Ability to travel approximately 90% of the time.
  • Required licenses: Series 7 and Series 63 or 66.

Responsibilities

  • Represent Virtus as a subject matter expert on investment products.
  • Develop and maintain relationships with financial advisors.
  • Lead sales initiatives with intermediaries in a defined territory.
  • Identify and address client needs through coordinated efforts.
  • Conduct sales and product training meetings for assigned territories.

Benefits

  • Remote work flexibility.
  • Participation in an incentive plan.
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, ETFs, separately managed accounts (SMAs), and alternative investment strategies, to investment professionals and intermediaries (Independents, RIAs, and Wirehouse). The Senior Regional Sales Director engages advisors through relationship‑building activities, including providing technical information on the products represented and demonstrating a strong understanding of traditional and alternative asset classes, the competitive landscape, financial markets, and industry‑related topics. The role also serves as a consultant in the areas of practice management, portfolio construction, and the incorporation of alternative investments within client portfolios.

Primary Job Responsibilities:

  • Represent Virtus as a subject matter expert demonstrating an in‑depth knowledge of mutual funds, ETFs, separately managed accounts (SMAs), and alternative investment strategies, including underlying investment approaches, rationale for product positioning, drivers of performance, risk considerations, liquidity profiles, and relevant market and economic background across both traditional and alternative asset classes.
  • 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

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 salary range for this role is $100,000 to $125,000.

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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