Kayne Anderson Rudnick

• Provide accurate, time-sensitive, and cost-effective services to mutual funds and clients • Work closely with outsourced service providers to ensure adherence to standards • Research and provide information on operational processes • Draft policies and testing procedures adhering to industry standards • Collaborate with Mutual Fund Services management

• 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

• 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.

• Represent Virtus as a subject matter expert • Develop and maintain relationships with advisors • Lead sales initiatives in a defined territory • Identify client needs and coordinate efforts • Conduct sales/product training meetings

• Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of its offshore mutual funds (UCITS) and separately managed accounts. • 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.