ETF Strategist, Equities and Multi-Asset

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.

Benefits and Wellness

At Virtus, we believe that supporting our employees goes beyond the workplace. We offer competitive pay and a comprehensive benefits package designed to support your health, financial well-being, personal growth, and work-life balance. Benefits include medical, dental, and vision coverage beginning on your first day of employment, a 401(k) plan with a competitive company match and immediate vesting, company-paid life and disability insurance, supplemental insurance options, and a Health Savings Account with company contributions. Employees also have access to Flexible Spending Accounts, including Dependent Care FSA, a wellness program, tuition reimbursement, a 24/7 Employee Assistance Program, adoption assistance, paid family care time, and paid volunteer days, helping you thrive both professionally and personally.

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 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.

Job 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.

Ideal 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.

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.

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