Virtus Investment Partners

Regional Sales Consultant

NEW YORK, NYPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Virtus Investment Partners

  • Job overview

    The Regional Sales Consultant at Virtus Investment Partners is responsible for developing and maintaining client relationships and driving sales within a specific territory to support the company's investment product distribution.

  • Responsibilities and impact

    The role involves making proactive marketing calls, partnering with external wholesalers to implement sales strategies, maintaining CRM documentation, supporting marketing initiatives, delivering presentations, and assisting with projects and events to promote Virtus products and services.

  • Compensation and benefits

    The salary range is $55,500 to $70,500 with variation based on education, experience, skills, and location, plus eligibility for an incentive plan; benefits include comprehensive support for work-life balance and well-being.

  • Experience and skills

    Candidates should have a bachelor's degree with 3-6 years of related experience, FINRA Series 7 and (66 or 63 and 65) licenses, strong problem-solving and communication skills, proficiency in MS Outlook and SalesPage, and the ability to work in a fast-paced environment.

  • Career development

    Virtus offers professional development opportunities to enhance skills and support career growth within a dynamic and entrepreneurial environment.

  • Work environment and culture

    Virtus promotes an inclusive, respectful, and collaborative work environment focused on employee engagement, well-being, and making a positive community impact.

  • Company information

    Virtus Investment Partners is a dynamic, fast-growing investment firm that combines large firm resources with an entrepreneurial culture, offering high-quality investment strategies and a comprehensive distribution approach.

  • Team overview

    The candidate will join a multi-market, multi-channel sales team that collaborates with national accounts, institutional consultant relations, marketing, and dedicated support staff to maximize client reach and sales effectiveness.

  • Job location and travel

    The position is based in Hartford, CT, Atlanta, GA, or NYC, with a focus on regional territory sales and marketing activities.

  • Unique job features

    The role features a comprehensive multi-channel distribution approach and collaboration with specialized teams to support sales and marketing efforts, offering a unique blend of entrepreneurial spirit and large firm resources.

Company overview

Virtus Investment Partners, Inc. is a multi-manager asset management firm that provides investment solutions across various asset classes, including equities, fixed income, and alternatives. The company generates revenue through management fees based on assets under management (AUM) and performance fees. Founded in 2008, Virtus has grown through strategic acquisitions and partnerships, enhancing its product offerings and expanding its distribution network. The firm emphasizes a multi-boutique approach, allowing its affiliated managers to operate autonomously while benefiting from centralized resources.

How to land this job

  • Position your resume to highlight your experience in sales, client relationship management, and marketing intelligence within financial services, emphasizing your ability to work collaboratively with external wholesalers and internal teams.

  • Focus on showcasing your skills in proactive outreach, strategic business planning, CRM documentation, and delivering effective presentations, as these are key responsibilities in the job description.

  • Apply through multiple channels such as Virtus Investment Partners’ official corporate career site and LinkedIn to maximize your application visibility and track different submission statuses.

  • Connect on LinkedIn with current employees in the sales or marketing departments at Virtus Investment Partners; when reaching out, use ice breakers like commenting on recent Virtus market initiatives or asking about their experience collaborating across divisions.

  • Optimize your resume for ATS by including keywords from the job description like 'CRM,' 'business plan sales strategy,' 'financial advisors,' 'Series 7,' and 'marketing intelligence' to ensure it passes automated screenings.

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