Virtus Investment Partners

HQ
Hartford
501 Total Employees
Year Founded: 2008

Jobs at Virtus Investment Partners

Let Your Resume Do The Work
Upload your resume to be matched with jobs you're a great fit for.

Fintech • Financial Services
Lead strategic ETF distribution and sales initiatives, grow assets under management, and build senior relationships with RIAs, aggregators, model providers, consultants, bank platforms, and institutional buyers. Partner with product, capital markets, investment, marketing, and distribution teams on product launches, positioning, commercialization, and market strategy. Serve as an ETF thought leader, deliver educational presentations, mentor sales professionals, and represent Virtus at client meetings and industry events.
Fintech • Financial Services
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.
Fintech • Financial Services
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.
Fintech • Financial Services
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.