ETF Strategist, Equities and Multi-Asset

About the role

Virtus ETF Solutions (VES), an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform that provides investors access to differentiated investment capabilities from select sub-advisors across equity, fixed income, multi-asset and alternative investment strategies. The ETF Strategist will have responsibilities traditionally associated with client portfolio managers, research analysts, and product specialists. The ETF Strategist will work closely with internal investment teams and client-facing personnel, serving as a subject matter expert in support of equity and multi-asset ETFs offered by Virtus. The ideal candidate will have a breadth of investment knowledge, portfolio construction and capital markets acumen, and strong communication skills, helping to lead a content-driven commercial strategy to position Virtus as a leading destination for actively-managed ETF solutions. Strong interpersonal skills are required, as the ETF Strategist will join an entrepreneurial team with a collaborative culture and ambitious growth goals. The role is remote and requires travel (25% of time) across the United States.

Responsibilities

• Represent Virtus ETFs as a knowledgeable resource across equity strategies and multi-asset strategies, including the investment rationale, portfolio role, positioning, performance drivers and relevant market context for each strategy.
• Support multiple strategies and projects including development of marketing material, macro research, and investment commentaries to enhance positioning with due diligence teams, investment decision makers, and centers of influence in the intermediary space.
• Partner with Virtus wholesalers, national accounts, and ETF specialists, providing strategy-specific support and coordinating field activity where appropriate.
• Under the direction of Managing Director, ETF Sales, assist in identification, development and advancement of new business opportunities and relationships within the RIA and insurance broker-dealer channels throughout the United States, with an emphasis on opportunities in the model marketplace, both proprietary and third party.
• Establish durable relationships that can support opportunities across the broader Virtus investment platform and deepen engagement over time.
• Communicate investor and intermediary feedback to senior management regarding client needs, product positioning, market demand and potential product opportunities.
• Conduct product presentations and training for internal and external audiences, and represent Virtus at industry events and national sales meetings.

Qualifications

• Bachelor's degree required; MBA and/or CFA, CAIA, CIMA or CFP designation desirable.
• 10+ years of experience in financial services, investment management or asset management distribution.
• Demonstrated experience covering the RIA channel, with an understanding of how RIAs evaluate, select and use investment strategies in client portfolios.
• Strong investment acumen, consultative sales skills and the ability to communicate investment concepts clearly to sophisticated intermediary audiences.
• Ability to develop and sustain effective working relationships across distribution, marketing, product, investment, legal and compliance teams.
• FINRA Series 7 and 63 required.
• Ability travel opportunistically throughout the United States.
• 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.

Pay

The starting salary for this role is $175,000 to $200,000. 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.