
51 - 200 employees
Founded 1984
💼 Consulting
💸 Finance
Consulting • Finance • Investment Management
Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $175k - $200k / year
⏰ Full Time
🔴 Lead
🤑 Sales
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51 - 200 employees
Founded 1984
💼 Consulting
💸 Finance
Consulting • Finance • Investment Management
Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.
• Develop and execute strategic sales initiatives to increase ETF adoption across professional buyer channels • Cultivate and expand relationships with enterprise RIAs, RIA aggregators, model portfolio managers, ETF strategists, bank trust departments, family offices, and institutional consultants • Identify and pursue new sources of asset growth for existing and future ETF offerings • Represent the Virtus ETF franchise at client meetings, conferences, industry events, and thought leadership forums • Establish and maintain senior-level relationships with key intermediary and institutional decision makers • Collaborate with Virtus wholesalers and affiliate distribution teams on ETF-specific sales opportunities nationwide • Create business development strategies to deepen wallet share and strengthen strategic partnerships • Leverage market intelligence and competitive insights to identify client needs and emerging opportunities • Partner with Product Management, Capital Markets, and Investment Teams on product launches, positioning, and commercialization • Provide marketplace feedback on investor demand, competitive dynamics, product construction, and distribution trends • Contribute insights on future ETF opportunities across active, systematic, fixed income, equity, and alternative categories • Serve as an internal resource on ETF industry developments, portfolio implementation trends, model delivery platforms, and advisor adoption patterns • Deliver educational presentations to clients, advisors, consultants, and internal stakeholders • Develop content for advisor engagement, training, and sales enablement • Collaborate with Sales, Capital Markets, Product, Operations, Legal, Compliance, and Marketing teams • Mentor junior sales professionals and contribute to distribution best practices • Support strategic planning and sales process enhancements across the ETF business
• Bachelor's degree required • FINRA Series 7 and 63 required • 10 to 15+ years of investment industry experience, including significant ETF distribution responsibility • Proven record raising ETF assets across RIA, intermediary, model portfolio, strategist, and institutional channels • Deep understanding of ETF structure, capital markets, trading, portfolio implementation, and strategy positioning • Established relationships with RIAs, aggregators, ETF strategists, consultants, model providers, and professional allocators • Experience partnering with product, capital markets, marketing, investment, and executive leadership teams • Ability to travel up to 75% of the time • Frequent attendance at client meetings, conferences, home office presentations, and industry events • MBA, CFA, CAIA, or similar designation preferred
• Professional development opportunities • Meaningful financial rewards • Comprehensive package of benefits • Work-life balance support • Physical, emotional and mental well-being support • Diverse, inclusive, and respectful work environment • Incentive plan eligibility
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