About The Position

The Managing Director, Senior National Accounts Manager – Alternatives, is a senior distribution leadership role responsible for managing and expanding national intermediary platform relationships for Virtus' alternative investment strategies. The role focuses on driving platform access, asset growth, product approvals, and long‑term strategic partnerships, while serving as a primary senior‑level liaison to home offices, platform gatekeepers, and alternatives research teams and collaborating closely with internal distribution and investment partners.

Requirements

  • 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.
  • U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.

Nice To Haves

  • MBA
  • CFA
  • CAIA

Responsibilities

  • National Account Relationship Management & Asset Growth Manage and expand relationships with key national accounts, with accountability for asset retention, net flows, shelf placement, and expansion of Virtus product offerings across intermediary platforms.
  • Strategic Platform Engagement & Due Diligence Serve as the primary senior point of contact for home offices, platforms, research teams, and business gatekeepers; lead strategic discussions related to selling agreements, platform access, due diligence, investment capabilities, and performance.
  • Product Positioning & Investment Platform Representation Promote Virtus’ multi‑manager investment platform, including mutual funds, ETFs, closed‑end funds, SMAs, sub‑advisory relationships, and select specialty or alternative strategies, ensuring strong positioning across partner platforms.
  • Business Development & Strategic Alliances Initiate, deepen, and maintain strategic alliances with wirehouses, regional broker‑dealers, independent broker‑dealers, and RIA platforms; identify opportunities for new platform placements and additional product approvals.
  • Internal Cross‑Functional Leadership & Coordination Partner internally with Sales, Marketing, Product, Portfolio Management, Compliance, and Operations to execute platform initiatives, support distribution objectives, and ensure consistent client and platform execution.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service