Senior Regional Sales Director (Ohio & Western Pennsylvania, All Channel)
Leadership Sales Leadership role at Virtus Investment Partners. Remote, United States of America · full-time · $100,000–$125,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- You’ll represent mutual funds, ETFs, SMAs, and alternative strategies across the Ohio and Western Pennsylvania territory
- You’ll explain product approaches, positioning, performance drivers, risks, liquidity, and market context to investment professionals
- You’ll build advisor relationships, grow existing connections, and lead sales activity with intermediaries
- You’ll uncover intermediary needs and coordinate the right support for assigned accounts
- You’ll run product and sales training sessions for advisors in your territory
What you bring
- A bachelor’s degree and ten or more years in sales, with strong product knowledge and territory relationships
- Series 7 plus Series 63 or 66 licenses
- Strong written and verbal communication, project management ability, and comfort working independently
- Willingness to travel extensively in the field, approximately 90% of the time
Who this fits
You’ll fit this role if you know traditional and alternative investments and already work with independent firms, RIAs, or wirehouses. The role is remote in the United States but centers on Ohio and Western Pennsylvania and requires extensive field travel. U.S. citizenship or lawful permanent residency is required, with no work visa or OPT/CPT sponsorship available.
From the employer
Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.
We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.
We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.
We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.
Job Description
The Senior Regional Sales Director is responsible for representing Virtus Investment Partners’ full complement of investment offerings, including mutual funds, ETFs, separately managed accounts (SMAs), and alternative investment strategies, to investment professionals and intermediaries (Independents, RIAs, and Wirehouse). The Senior Regional Sales Director engages advisors through relationship‑building activities, including providing technical information on the products represented and demonstrating a strong understanding of traditional and alternative asset classes, the competitive landscape, financial markets, and industry‑related topics. The role also serves as a consultant in the areas of practice management, portfolio construction, and the incorporation of alternative investments within client portfolios.
Primary Job Responsibilities:
- Represent Virtus as a subject matter expert demonstrating an in‑depth knowledge of mutual funds, ETFs, separately managed accounts (SMAs), and alternative investment strategies, including underlying investment approaches, rationale for product positioning, drivers of performance, risk considerations, liquidity profiles, and relevant market and economic background across both traditional and alternative asset classes.
- Develop new relationships and maintain (evolve) existing relationships with advisors.
- Lead sales initiatives with intermediaries in a defined territory.
- Identify client needs and coordinate efforts to serve assigned intermediaries.
- Conduct sales/product training meetings for assigned territories.
Ideal Qualifications:
- Bachelor’s degree
- Ten or more years of experience with strong sales skills, product knowledge and established relationships within assigned territory and channel
- Excellent written and verbal communication skills
- Motivated and energetic with strong project management skills and the ability to operate autonomously
- Ability to travel extensively in the field, approximately 90% of the time
- Required licenses: Series 7 and Series 63 or 66
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
The salary range for this role is $100,000 to $125,000.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.
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