ETF Specialist, RIA & Intermediary Distribution

Virtus Investment Partners; United States; On-site; USD 160,000 - 175,000; Full time

Benefits offered by this job

Incentive compensation program

Job summary

Virtus ETF Solutions (VES) is seeking an ETF Specialist to serve as a dedicated ETF resource for Virtus distribution, expanding ETF adoption across RIA, IBD and Private Client channels on a national basis. The role combines ETF product expertise and business development to drive growth and share.

Remote work with extensive travel is required. The position covers the United States, collaborating with Product, Marketing, Capital Markets and Distribution to articulate investment philosophy,

Qualifications

• Bachelor's degree required; MBA, CFA, CAIA, CIMA or CFP designation preferred.
• Five to eight years of experience within investment management, ETF distribution, ETF product strategy, ETF capital markets, intermediary sales or asset management.
• Demonstrated experience covering the RIA channel and working directly with financial advisors.
• Experience in a hybrid wholesaler, ETF specialist, ETF strategist, internal wholesaler or intermediary distribution role preferred.
• Strong understanding of ETFs, portfolio construction, investment strategies and capital markets.
• Experience supporting equity, fixed income and multi-asset investment strategies.
• Proven ability to manage and grow a territory through consultative relationship management and business development.
• Advanced presentation, communication and client engagement skills.
• Strong analytical capabilities with the ability to discuss investment research, portfolio characteristics and performance attribution.
• Collaborative approach with the ability to work effectively across Distribution, Product, Marketing, Legal, Compliance and Investment teams.
• FINRA Series 7 and Series 63 licenses required.
• Ability to travel up to 80% of the time.

Responsibilities

• Partner with Virtus wholesalers and distribution leaders to drive ETF asset growth, market share expansion and net sales across the Virtus ETF platform.
• Act as the primary ETF specialist supporting field sales professionals, developing targeted business plans and identifying opportunities within the RIA, Independent Broker-Dealer and Private Client channels.
• Navigate large RIA aggregator platforms with a strong understanding of organizational hierarchies, key decision-makers and advisor network dynamics.
• Cover the independent RIA channel directly, building relationships with financial advisors and supporting advisor-level adoption of Virtus ETF solutions.
• Maintain deep expertise across Virtus ETF offerings, including equity, fixed income, multi-asset and alternative strategies, and effectively articulate investment philosophy, portfolio construction, performance drivers and positioning opportunities.
• Deliver ETF education and portfolio construction guidance to clients with varying levels of ETF sophistication.
• Conduct impactful one-on-one meetings, group presentations, webinars and advisor training sessions virtually and in person.
• Partner with financial advisors, model managers and professional ETF buyers to identify opportunities where Virtus solutions can add value within client portfolios.
• Serve as a trusted resource for ETF inquiries, competitive positioning discussions, capital markets observations and portfolio implementation questions.
• Collaborate with Product, Marketing, Capital Markets, Investment Management and Distribution teams to support sales initiatives and enhance client engagement.
• Gather and communicate marketplace feedback regarding client needs, product gaps, competitive trends and potential new product opportunities.
• Maintain an active travel schedule supporting advisor meetings, conferences, due diligence events and national sales initiatives.

Skills

ETF distribution

Relationship management

Presentation skills

Analytical capabilities

Travel readiness

Education

Bachelor's degree

MBA/ CFA/ CAIA/ CIMA/ CFP designation preferred

Job description

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

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 Specialist will serve as a dedicated ETF resource to the Virtus distribution organization, partnering closely with internal sales professionals to expand ETF adoption and market share across the Registered Investment Advisor (RIA), Independent Broker-Dealer and Private Client channels. This role combines ETF product expertise, investment acumen, relationship management and business development skills to support the growth of the Virtus ETF platform nationally.

The position will initially provide coverage across the entire United States. As the ETF team expands, territories may be restructured into regional coverage models. The role is remote and requires extensive travel.

Key Responsibilities

• Partner with Virtus wholesalers and distribution leaders to drive ETF asset growth, market share expansion and net sales across the Virtus ETF platform.
• Act as the primary ETF specialist supporting field sales professionals, developing targeted business plans and identifying opportunities within the RIA, Independent Broker-Dealer and Private Client channels.
• Navigate large RIA aggregator platforms with a strong understanding of organizational hierarchies, key decision-makers and advisor network dynamics.
• Cover the independent RIA channel directly, building relationships with financial advisors and supporting advisor-level adoption of Virtus ETF solutions.
• Maintain deep expertise across Virtus ETF offerings, including equity, fixed income, multi-asset and alternative strategies, and effectively articulate investment philosophy, portfolio construction, performance drivers and positioning opportunities.
• Deliver ETF education and portfolio construction guidance to clients with varying levels of ETF sophistication.
• Conduct impactful one-on-one meetings, group presentations, webinars and advisor training sessions virtually and in person.
• Partner with financial advisors, model managers and professional ETF buyers to identify opportunities where Virtus solutions can add value within client portfolios.
• Serve as a trusted resource for ETF inquiries, competitive positioning discussions, capital markets observations and portfolio implementation questions.
• Collaborate with Product, Marketing, Capital Markets, Investment Management and Distribution teams to support sales initiatives and enhance client engagement.
• Gather and communicate marketplace feedback regarding client needs, product gaps, competitive trends and potential new product opportunities.
• Maintain an active travel schedule supporting advisor meetings, conferences, due diligence events and national sales initiatives.

Ideal Qualifications

• Bachelor's degree required; MBA, CFA, CAIA, CIMA or CFP designation preferred.
• Five to eight years of experience within investment management, ETF distribution, ETF product strategy, ETF capital markets, intermediary sales or asset management.
• Demonstrated experience covering the RIA channel and working directly with financial advisors.
• Experience in a hybrid wholesaler, ETF specialist, ETF strategist, internal wholesaler or intermediary distribution role preferred.
• Strong understanding of ETFs, portfolio construction, investment strategies and capital markets.
• Experience supporting equity, fixed income and multi-asset investment strategies.
• Proven ability to manage and grow a territory through consultative relationship management and business development.
• Advanced presentation, communication and client engagement skills.
• Strong analytical capabilities with the ability to discuss investment research, portfolio characteristics and performance attribution.
• Collaborative approach with the ability to work effectively across Distribution, Product, Marketing, Legal, Compliance and Investment teams.
• FINRA Series 7 and Series 63 licenses required.
• Ability to travel up to 80% of the time.

The base salary range is $160,000 to $175,000.

The starting salary offer will vary based on education, experience, skills, geographic location, internal equity and alignment with market data. This position is also eligible to participate in the Virtus incentive compensation program.