Job Purpose:

  • Virtus ETF Solutions (VES) is seeking a Managing Director of ETF Sales who will be responsible for expanding our exchange traded fund (ETF) client base among financial intermediaries in the United States
  • This senior role will primarily be focused on coverage of registered investment advisors (RIAs) and financial advisors at independent broker dealers who utilize ETFs in client portfolios, with an emphasis on model managers
  • In addition to forging new relationships and strengthening existing ones, this role also encompasses aspects traditionally associated with investment product specialist and key account functions; as such, the Managing Director will be expected to collaborate with Virtus wholesalers and national accounts representatives, supporting ETF-specific efforts in the field and in home offices, respectively, nationwide.

Your Responsibilities:

  • Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of ETF’s including detailed knowledge of underlying investment strategies, rationale for product positioning, drivers of performance and relevant market background
  • Identify and develop new business opportunities/relationships for Virtus’ ETF product suite
  • Partner with Virtus wholesalers nationally, serving as a subject matter expert on our ETF product offerings
  • Work closely with VES senior management on design and implementation of short- and long-term sales strategy and associated objectives
  • Coordinate with business intelligence team to analyze sales trends, identify asset gathering opportunities, construct competitive analysis, etc
  • Conduct regular product training presentations to internal and external sales teams and travel to industry events and national sales meetings
  • This role will ideally be based in New York, though the Managing Director will be expected to travel extensively and may work remotely as needed.

Skills and Qualifications:

  • Bachelor’s degree; MBA and/or CFA, CAIA, CIMA, CFP designations desirable
  • 10+ years of experience in the financial services/investment management industry
  • 5+ years of external ETF sales experience
  • Existing relationships in independent ETF managed portfolio channels
  • Strong understanding of investment research, portfolio analytics, and ETF’s, along with a consultative and client-centric sales approach
  • Strong oral and written communication skills, with the ability to articulate the investment approach and strategy essential
  • FINRA Series 7 & 63 required
  • Ability to travel up to 80% of the time

Source: for more information click here.

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