ETF Specialist, RIA & Intermediary Distribution

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a primary ETF resource for the Virtus distribution team.

• Collaborate with internal sales teams to enhance ETF adoption and increase market share within RIA, Independent Broker-Dealer, and Private Client sectors.

• Provide nationwide coverage across the United States, with potential adjustments to regional territories in the future.

• Work alongside Virtus wholesalers and distribution leaders to boost ETF asset growth, expand market share, and increase net sales.

• Assist field sales teams by crafting targeted business strategies and identifying channel opportunities.

• Navigate large RIA aggregator platforms, understanding organizational hierarchies, key decision-makers, and advisor network dynamics.

• Directly engage with the independent RIA channel and cultivate relationships with financial advisors.

• Maintain in-depth knowledge of Virtus equity, fixed income, multi-asset, and alternative ETF offerings.

• Provide ETF education and guidance on portfolio construction.

• Conduct individual meetings, group presentations, webinars, and advisor training both virtually and in person.

• Collaborate with advisors, model managers, and professional ETF buyers on portfolio opportunities.

• Act as a resource for ETF inquiries, competitive positioning, capital markets insights, and implementation questions.

• Partner with Product, Marketing, Capital Markets, Investment Management, and Distribution teams.

• Collect and convey marketplace feedback regarding client needs, product gaps, competitive trends, and potential products.

• Maintain an active travel schedule for advisor meetings, conferences, due diligence events, and national sales initiatives.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• Five to eight years of experience in investment management, ETF distribution, ETF product strategy, ETF capital markets, intermediary sales, or asset management.

• Proven experience in covering the RIA channel and directly engaging with financial advisors.

• Preferred experience in roles such as hybrid wholesaler, ETF specialist, ETF strategist, internal wholesaler, or intermediary distribution.

• Strong knowledge of ETFs, portfolio construction, investment strategies, and capital markets.

• Experience in supporting equity, fixed income, and multi-asset investment strategies.

• Demonstrated ability to manage and grow a territory through consultative relationship management and business development.

• Exceptional presentation, communication, and client engagement skills.

• Strong analytical skills, including the ability to discuss investment research, portfolio characteristics, and performance attribution.

• Collaborative mindset across Distribution, Product, Marketing, Legal, Compliance, and Investment teams.

• FINRA Series 7 and Series 63 licenses are required.

• Willingness to travel up to 80% of the time.

• MBA, CFA, CAIA, CIMA, or CFP designation is preferred.

🏝️ Benefits

• Opportunities for professional development.

• Significant financial rewards.

• A comprehensive benefits package.

• Support for work-life balance.

• Resources for physical, emotional, and mental well-being.

• A diverse, inclusive, and respectful work environment.

• Eligibility for an incentive compensation program.