ETF Strategist, Equities, Multi-Asset

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

📋 Description

• Act as a knowledgeable representative for Virtus ETFs, specializing in equity and multi-asset strategies.

• Articulate the investment rationale, portfolio roles, positioning, performance factors, and pertinent market context.

• Provide support for strategy and project initiatives, which include marketing materials, macroeconomic research, and investment commentaries.

• Strengthen positioning with due diligence teams, investment decision-makers, and key intermediary influencers.

• Collaborate with wholesalers, national accounts, and ETF specialists.

• Organize field activities when appropriate.

• Assist in identifying, developing, and enhancing new business opportunities and partnerships within the RIA and insurance broker-dealer sectors.

• Concentrate on opportunities in both proprietary and third-party model marketplaces.

• Build lasting relationships throughout the wider Virtus investment platform.

• Relay investor and intermediary insights to senior management.

• Conduct product presentations and training sessions for both internal and external audiences.

• Represent Virtus at industry conferences and national sales meetings.

• Travel approximately 25% of the time across the United States.

⛳️ Requirements

• A Bachelor’s degree is mandatory.

• Over 10 years of experience in financial services, investment management, or asset management distribution is required.

• Proven experience in the RIA channel is essential.

• Familiarity with how RIAs assess, select, and apply investment strategies in client portfolios.

• Strong investment acumen is necessary.

• Possession of consultative sales skills.

• Capability to clearly communicate investment concepts to sophisticated intermediary audiences.

• Ability to develop and maintain effective working relationships across distribution, marketing, product, investment, legal, and compliance teams.

• FINRA Series 7 and 63 licenses are required.

• Willingness to travel opportunistically throughout the United States.

• U.S. citizenship or lawful permanent residency (Green Card holder) is required.

• Unable to sponsor work visas or provide support for OPT/CPT programs.

🏝️ Benefits

• Opportunities for professional development.

• Significant financial rewards.

• Comprehensive benefits package.

• Support for work-life balance.

• Assistance with physical, emotional, and mental well-being.

• A diverse, inclusive, and respectful workplace environment.

• Eligibility for incentive plans.