Virtus Investment Partners Logo

Virtus Investment Partners

Regional Sales Consultant

Reposted 2 Months Ago
Be an Early Applicant
In-Office
New York, NY, USA
56K-71K Annually
Mid level
In-Office
New York, NY, USA
56K-71K Annually
Mid level
Internal sales partner supporting a regional sales director by engaging financial advisors via phone, email, and webinars; performing analyses with Morningstar and internal tools; identifying opportunities using CRM and PowerBI; collaborating cross-functionally; and documenting activity in CRM.
The summary above was generated by AI

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

Internal sales partner to an external regional sales director.

Primary Job Responsibilities:

  • Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
  • Run analysis for external partner/advisors via Morningstar and other internal resources.
  • Identify sales opportunities via CRM/PowerBI and other data sources.
  • Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
  • Document CRM.

Ideal Qualifications:

  • Bachelor’s degree with 3-6 years of related experience.
  • FINRA Series 7 and (66 or 63 and 65).
  • Ability to solve complex problems.
  • Ability to work in a fast-paced environment with strict and demanding deadlines and priorities that are subject to change.
  • Proficiency in MS Outlook and SalesPage.
  • Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.

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 salary range for this position is $55,500 to $70,500 and varies by geographic location. 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.

Similar Jobs

5 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
98K-132K Annually
Mid level
98K-132K Annually
Mid level
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage enterprise customers after implementation by developing joint success plans, conducting executive business reviews, leading operational workshops, recommending workflow improvements, and driving value from Samsara’s IoT platform. Partner cross-functionally with Sales, Support, Sales Engineering, and Product, while mentoring Customer Success and Support teams. The role requires strong stakeholder communication, technical product knowledge, problem-solving, and up to 25% travel.
Top Skills: Internet Of Things (Iot)SaaS
Yesterday
Easy Apply
Remote or Hybrid
United States
Easy Apply
100K-166K Annually
Senior level
100K-166K Annually
Senior level
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage enterprise customer implementations of Samsara’s IoT platform, from deployment planning through adoption and value realization. Build launch roadmaps, track implementation and account health, train executives and end users, resolve challenges, and coordinate with Sales, Support, Sales Engineering, Product, and other teams. Mentor Customer Success and Support colleagues while managing multiple customer engagements and strengthening long-term customer relationships.
Top Skills: Enterprise SoftwareIotSaaS
Yesterday
Easy Apply
Remote or Hybrid
United States
Easy Apply
109K-129K Annually
Junior
109K-129K Annually
Junior
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Serve as a technical sales expert for Samsara’s IoT platform, supporting discovery, demonstrations, value assessments, proof-of-concepts, deployment planning, and customer integrations. Explain complex solutions to nontechnical stakeholders, advise installers, write API automation scripts, translate customer feedback to product teams, and support strategic sales cycles. The role is remote in the U.S. West region and requires travel up to 50%.
Top Skills: AIAutomation And Control SystemsBashBusiness Systems IntegrationCan BusCloud InfrastructureCloud SoftwareCloud-Connected HardwareComputer NetworkingComputer VisionElectrical SystemsElectronicsIotJavaScriptOpen ApiPto ApplicationsPython

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account