Kayne Anderson Rudnick

Sales

• Represent Virtus as a subject matter expert
• Develop new relationships and maintain existing relationships with advisors
• Lead sales initiatives with intermediaries in a defined territory
• Identify client needs and coordinate efforts to serve assigned intermediaries
• Conduct sales/product training meetings for assigned territories

Senior Regional Sales Director – Wire Channel

Director

• 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.

Senior Regional Sales Director – Wire Channel

Managing Director – Senior National Accounts Manager, Alternatives