Jobs at Virtus Investment Partners

The role involves managing the production of investment marketing collateral, ensuring timelines are met, and streamlining processes while coordinating between investment, marketing, and compliance teams.

Represent Virtus investment products to financial advisors and intermediaries across Ohio and western Pennsylvania. Build and maintain advisor relationships, lead territory sales initiatives, identify client needs, provide product and investment-market expertise, and conduct sales training. Advise clients on practice management, portfolio construction, and alternative investments. Extensive field travel, approximately 90%, is required.

The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

Internal sales partner supporting a regional sales director by engaging financial advisors via phone, email, and webinars; performing analyses with Morningstar and internal tools; identifying opportunities using CRM and PowerBI; collaborating cross-functionally; and documenting activity in CRM.

Partner with the BDO to develop and manage high-net-worth client relationships. Prepare customized investment proposals, deliver financial planning using eMoney, provide investment advisory and asset allocation recommendations, conduct regular portfolio reviews, support business development with custodial partners, and travel approximately 50% to meet clients and attend events.

Partner with a Business Development Officer to originate and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized investment proposals, conduct portfolio reviews, use eMoney for financial planning, and travel (~50%) to meet clients and custodial partners.

Partner with the Business Development Officer to win and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized proposals, conduct portfolio reviews, and use eMoney and Salesforce to deliver a personalized wealth management experience.