Associate Regional Sales Director - DCIO

November 4

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Kayne Anderson Rudnick

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Investment Management and Wealth Management

51 - 200 employees

Founded 1984

💸 Finance

Description

• This position grows Virtus Investment Partners DCIO business by developing relationships with financial advisors who specialize in servicing defined contribution plans. • This position will work to build and maximize Virtus’ market share by providing industry insights, effective practice management, and a deep understanding of investments. • The candidate should possess a growth and entrepreneurial mindset to maximize the opportunity related to Virtus strategies in both mutual funds, CITS and SMAs.

Requirements

• 3 or more years of retirement or investment experience with strong sales skills and product knowledge and established relationships within assigned territory. • Demonstrated written and verbal communication skills. • Motivated and energetic with strong project management and selling skills, and the ability to drive objectives relatively autonomously. • Extensive travel required. • Required licenses: Series 7 or 6 and Series 63/65 or 66. • Experience in the DCIO channel is a plus. • Bachelor’s degree or higher. • Demonstrate thorough knowledge of equity, fixed income and alternative investment strategies. • Deep understanding of the retirement marketplace as well as in-depth industry knowledge. • A retirement resource for the retail wholesalers in the overlapping territories. • Effectively contribute to a teamwork environment and actively share best practices.