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

Posted 24 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
100K-125K Annually
Senior level
Fintech • Financial Services
The Role
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.
Summary Generated by Built In

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.

We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.

We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.

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.

#LI-Remote

Skills Required

  • Bachelor's degree
  • Ten or more years of experience with strong sales skills, product knowledge, and established relationships within the assigned territory and channel
  • Excellent written and verbal communication skills
  • Motivation, energy, strong project management skills, and ability to operate autonomously
  • Ability to travel extensively in the field, approximately 90% of the time
  • Series 7 license
  • Series 63 or 66 license
  • U.S. citizenship or lawful permanent residency
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The Company
HQ: Hartford, CT
501 Employees
Year Founded: 2008

What We Do

In Latin, Virtus connotes the characteristics of integrity, quality and strength. Those are the traits we stand for today as an investment management provider and the traits that will define us in the future. Virtus Investment Partners provides investment management products and services to individuals and institutions. We operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. We clearly understand the responsibility we have to our clients and we are committed to their success as investors.

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