The Duff & Phelps team brings together a rare mix of skill, experience, education and credentials in a collegial, collaborative environment.

Job Description

DUTIES AND RESPONSIBILITIES: (List in order of importance; include any supervisory or management responsibilities)

• Represents all the firm’s investment strategies, to sell and market our products & strategies directly to potential institutional clients and referral sources.
• Acquire new institutional clients and raise assets in the institutional market.
• Develop and maintain strong relationships with institutional plans and select field consultants.
• Coordinate all aspects of sales processes including finals (new prospects) meetings, account onboarding and transition to the Client Service team.
• Update and record sales calls and activities, sales and market data, CRM and pipeline reports.
• Develop and maintain strong relationships and coordination with Virtus’ institutional shared services team (Consultants, DCIO, International, etc.).
• Supports other sales/marketing/conferences activities as needed.
• Gain intimate knowledge of products and spend time developing relationships and trust of key portfolio managers.
• Strong communications internally and maximum utilization of resources.
• Willingness to travel extensively for client meetings with potential investors.
• Performs other duties as assigned by the EMD, Business Dev. or other senior management.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required for the position.  Other duties may be assigned from time to time by management. 

MINIMUM QUALIFICATIONS: (education, experience, certifications, licenses & skills required)

• BA/BS degree in business or finance, with 10+ years of sales experience in the institutional asset management industry, or an equivalent of education and experience.
• MBA and/or CFA, CFP designation preferred.
• FINRA Series 7 and 63/65 licenses required.
• In-depth knowledge of Real Assets preferred.
• Demonstrated track record of successful sales and client acquisitions/retentions required.
• Excellent organizational, interpersonal and time management skills.
• Excellent PC skills with proficiency using MS software and internet search capabilities.
• Detail-oriented with the ability to establish priorities, work independently, handle interruptions and proceed with objectives without supervision.

PHYSICAL REQUIREMENTS:

•  Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work).
•  Ability to maintain flexible hours; extensive travel required and will vary based on client meeting   schedules.
•  Ability to operate a computer and perform repetitive motion activities.
•  Ability to remain in a stationary position at least 50% of the time.

Base Salary Range:  $200,000 - $250,000/annually

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.