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Virtus Investment Partners Logo
Virtus Investment Partners

Lead Advisor, Midwest Region

Reposted 23 Days AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Fintech • Financial Services
The Lead Advisor will manage client relationships, develop investment strategies, provide financial and estate planning, and collaborate with business development teams.
Top Skills: Emoney Financial Planning PlatformMS OfficeSalesforce CRM
100K-100K
Senior level
Fintech • Financial Services
The Senior Regional Sales Director manages sales initiatives and relationships with investment professionals, providing product expertise and market insights.
Top Skills: Investment StrategiesMarket AnalysisPortfolio ManagementSales
Virtus Investment Partners Logo
Virtus Investment Partners

Lead Advisor, Southwest Region

Reposted 25 Days AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Fintech • Financial Services
The Lead Advisor partners with the BDO in managing client relationships, providing financial and investment advisory services, and enhancing business development opportunities.
Top Skills: Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
Virtus Investment Partners Logo
Virtus Investment Partners

Lead Advisor, Southeast Region

Reposted 25 Days AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Fintech • Financial Services
The Lead Advisor will support new business development, manage client relationships, and provide financial and investment advisory services, focusing on high-quality client experiences.
Top Skills: Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
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