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Managing Director, National Accounts Manager - Alternatives

Key Facts

Remote From: 
Full time
Expert & Leadership (>10 years)
English

Other Skills

  • Communication
  • Leadership
  • Negotiation
  • Teamwork
  • Strategic Thinking
  • Presentations
  • Relationship Management

Roles & Responsibilities

  • Bachelor's degree required; MBA, CFA, or CAIA strongly preferred.
  • 12+ years of investment product sales experience with significant alternatives and national accounts expertise.
  • Deep understanding of alternative investment structures and intermediary platform distribution.
  • SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain.

Requirements:

  • Own and expand strategic national account relationships across intermediary platforms with a primary focus on alternative investment strategies.
  • Lead platform access, due diligence, selling agreements, and product approval processes for alternative investment offerings.
  • Collaborate cross-functionally with Sales, Product, Portfolio Management, Marketing, Compliance, and Operations to execute platform and distribution strategies.
  • Monitor platform research activity, competitive trends, and market developments impacting alternatives distribution; track, report, and communicate platform activity, asset flows, and strategic initiatives to senior management.

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 Investment Partners is seeking a highly accomplished Managing Director, National Accounts Manager, to lead national account relationships focused on alternative investments across intermediary platforms. This senior role is responsible for driving platform access, asset growth, and long-term strategic partnerships for Virtus’ alternative investment capabilities.

Job Duties:

  • Own and expand strategic national account relationships across intermediary platforms with a primary focus on alternative investment strategies.
  • Serve as the senior relationship manager for home offices, platform gatekeepers, alternatives research teams, and executive leadership. 
  • Regularly meet with the alternative investment departments of wirehouses, independent broker dealers, regional broker dealers, private banks and RIA aggregators to be familiar with their platforms/launch calendars and opportunistically position Virtus alternative products for availability.
  • Lead platform access, due diligence, selling agreements, and product approval processes for alternative investment offerings.
  • Collaborate with home office clients on potential new product development ideas.
  • Partner cross-functionally with Sales, Product, Portfolio Management, Marketing, Compliance, and Operations to execute platform and distribution strategies.
  • Provide strategic leadership and guidance to regional sales teams on alternatives positioning and platform priorities, while working in close partnership with the broader National Accounts team to ensure coordinated, unified coverage of each firm.
  • Monitor platform research activity, competitive trends, and market developments impacting alternatives distribution.
  • Track, report, and communicate platform activity, asset flows, and strategic initiatives to senior management.

Ideal Qualifications:

  • Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred.
  • 12+ years of investment product sales experience with significant alternatives and national accounts expertise.
  • Deep understanding of alternative investment structures and intermediary platform distribution.
  • SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain.
  • Proven ability to influence senior stakeholders and drive enterprise-level growth.

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

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 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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