
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
🏈 Ohio, Pennsylvania – Remote
💵 $100k - $125k / year
⏰ Full Time
🟠 Senior
🤑 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.
• Represent Virtus Investment Partners’ full complement of investment offerings, including mutual funds, ETFs, separately managed accounts (SMAs), and alternative investment strategies • Serve investment professionals and intermediaries, including Independents, RIAs, and Wirehouse • Engage advisors through relationship-building activities • Provide technical product information and demonstrate knowledge of traditional and alternative asset classes, competitive landscape, financial markets, and industry-related topics • Consult on practice management, portfolio construction, and incorporating alternative investments into client portfolios • Represent Virtus as a subject matter expert on investment offerings, product positioning, performance drivers, risk considerations, liquidity profiles, and market and economic background • Develop new relationships and maintain existing advisor relationships • Lead sales initiatives with intermediaries in a defined territory • Identify client needs and coordinate efforts to serve assigned intermediaries • Conduct sales and product training meetings for assigned territories
• Bachelor’s degree • Ten or more years of experience with strong sales skills, product knowledge, and established relationships within the assigned territory and channel • Excellent written and verbal communication skills • Strong project management skills • Ability to operate autonomously • Ability to travel extensively in the field, approximately 90% of the time • Required licenses: Series 7 and Series 63 or 66 • U.S. citizenship or lawful permanent residency (Green Card holder) required as a condition of employment • Work visa sponsorship and support for OPT/CPT programs are not available
• 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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