Virtus

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. Job Description Virtus Investment Partners’ Institutional Sales group is responsible for expanding the firm’s institutional presence across public and corporate pension plans, endowments, foundations, Taft‑Hartley plans, insurance clients, and other tax‑exempt investors. As part of Virtus’s multi‑boutique asset management platform, the team represents a broad suite of differentiated investment strategies across equities, fixed income, alternatives, and outcome‑oriented solutions, working closely with affiliated investment managers to deliver specialized capabilities aligned to client needs. In support of continued institutional growth, Virtus is seeking a Managing Director, Institutional Business Development & Consultant Relations to drive new business development, deepen relationships with leading investment consultants, and expand institutional assets across the Virtus platform. This senior‑level role partners closely with institutional sales leadership, affiliate relationship managers, product specialists, and investment teams to enhance consultant engagement, strengthen institutional pipelines, and support long‑term, sustainable client relationships nationwide. A strong background in fixed income investing and consultant engagement is preferred. Job Duties: Investment Consultant Relationship Management & Coverage - Build, maintain, and deepen senior‑level relationships across national and regional investment consulting firms, including both research and field consultant teams. Serve as a primary Virtus point of contact to drive awareness, advocacy, and adoption of affiliated investment managers and strategies across consultant platforms. Consultant Research, Due Diligence & Ratings Support - Lead Virtus engagement during consultant manager research processes, searches, and ongoing due diligence reviews. Coordinate responses, prepare investment teams, and proactively identify opportunities to improve consultant ratings, recommended list placement, and platform representation across equity, fixed income, and alternative strategies. Strategic Institutional Growth via Consultants & COIs - Partner with Institutional Sales leadership to execute a strategic plan for institutional AUM growth driven primarily through consultants and other key Centers of Influence (COIs), including trustees and plan staff, while selectively supporting direct institutional opportunities when they arise outside consultant‑led processes. Cross‑Functional Platform Positioning & Internal Coordination - Collaborate with affiliate investment teams, product management, marketing, and client service to ensure consistent, high‑quality positioning of Virtus strategies within consultant platforms, databases, and presentations, delivering a coordinated and scalable institutional experience. Industry Representation, Market Insight & Strategic Input - Represent Virtus at consultant forums, industry conferences, and institutional events, while staying current on consultant trends, competitive positioning, and industry developments; contribute insights to broader Institutional Distribution strategy and long‑term consultant engagement planning. Ideal Qualifications: - Bachelor’s degree required (Business, Finance, or related field); MBA and/or CFA designation strongly preferred. FINRA Series 7 and 63 or 66 licenses strongly preferred. - 10–15 years of experience in institutional asset management, including 10+ years in investment consultant relations, leading national or major consultant firm relationships and supporting institutional distribution and business development efforts. - Demonstrated success engaging investment consultants and institutional asset owners, with a proven ability to navigate manager research, due diligence, ratings processes, and recommended list placement across multiple asset classes. - Strong understanding of fixed income is preferred as well as an understanding of equities, and/or alternative investment strategies, with the ability to clearly articulate complex investment concepts to sophisticated institutional audiences. - Exceptional relationship‑management, communication, and presentation skills; highly organized, self‑directed, and effective in a collaborative, matrixed, multi‑boutique environment. - Willingness to travel extensively (approximately 50–75%) based on consultant and client needs. The starting salary range is $200,000 to $225,000. 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. #LI-VT1 #LI-Remote

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. Job Description Virtus Investment Partners is seeking a highly accomplished Managing Director, National Accounts Manager, to lead national account relationships focused on alternative investments across intermediary platforms. This senior role is responsible for driving platform access, asset growth, and long-term strategic partnerships for Virtus’ alternative investment capabilities. Job Duties: - 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. Ideal Qualifications: - Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred. - 12+ years of investment product sales experience with significant alternatives and national accounts expertise. - Deep understanding of alternative investment structures and intermediary platform distribution. - SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain. - Proven ability to influence senior stakeholders and drive enterprise-level growth. The starting salary for this role is $175,000. 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 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. #LI-Remote

Role Description Virtus Investment Partners is seeking a highly accomplished Managing Director, National Accounts Manager, to lead national account relationships focused on alternative investments across intermediary platforms. This senior role is responsible for driving platform access, asset growth, and long-term strategic partnerships for Virtus’ alternative investment capabilities. - 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. Qualifications - Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred. - 12+ years of investment product sales experience with significant alternatives and national accounts expertise. - Deep understanding of alternative investment structures and intermediary platform distribution. - SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain. - Proven ability to influence senior stakeholders and drive enterprise-level growth. Requirements - The starting salary for this role is $175,000. - 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 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. Benefits - Professional development opportunities to enhance skills and grow in careers. - Meaningful financial rewards and a comprehensive package of benefits supporting employees at every stage of life. - Encouragement of work-life balance, and physical, emotional, and mental well-being. - Commitment to a diverse, inclusive, and respectful work environment.

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for South Carolina, Georgia or Florida. Job Duties: - Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. - Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. - Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. - Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. - Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. - Provide investment advisory services, including asset allocation and investment solutions recommendations. - Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: - A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics. - 5+ years of experience in the financial services industry with a focus on wealth advisory client service. - Financial planning/wealth management insight, judgement, and experience. - Articulate, confident, and driven professional with the ability to work within a team-oriented culture - Unimpeachable ethical standards and a strong work ethic. - Superior communication skills both oral and written; strong presentation skills. - A demonstrated ability to establish priorities and meet goals. - Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. - Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance (starting day 1) - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles. The Firm manages over $50B in AUM and 135 employees nationally. We are an affiliate of Virtus Investment Partners based in Hartford, CT. The goal of Virtus is to offer a multi-manager, multi-strategy approach and KAR is a key affiliate for Virtus. This multi boutique model is based on the fundamental belief that investment professionals who operate in an environment that allows for the appropriate focus and culture can generate sustainable superior returns for the clients. Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Pacific Northwest region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for San Francisco, Seattle, or Portland. Job Duties: - Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. - Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. - Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. - Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. - Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. - Provide investment advisory services, including asset allocation and investment solutions recommendations. - Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: - A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics. - 5+ years of experience in the financial services industry with a focus on wealth advisory client service. - Financial planning/wealth management insight, judgement, and experience. - Articulate, confident, and driven professional with the ability to work within a team-oriented culture - Unimpeachable ethical standards and a strong work ethic. - Superior communication skills both oral and written; strong presentation skills. - A demonstrated ability to establish priorities and meet goals. - Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. - Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance (starting day 1) - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management is looking to hire a Lead Advisor for our Southeast region. The Kayne Anderson Rudnick Lead Advisor (“LA”) will partner with the Managing Director, Business Development Officer (“BDO”) in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. The LA will develop a plan to meet the client’s goals and manage all aspects of these new client relationships including investment advisory, financial planning, and estate and tax planning. This role will be held remotely with a preference for Dallas or Houston, TX. Job Duties: - Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners. - Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients. - Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients. - Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs. - Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs. - Provide investment advisory services, including asset allocation and investment solutions recommendations. - Conduct regular client portfolio review meetings and provide proactive communication to clients. Ideal Qualifications: - A bachelor’s degree is required from an accredited college or university with an educational background in finance or economics. - 5+ years of experience in the financial services industry with a focus on wealth advisory client service. - Financial planning/wealth management insight, judgement, and experience. - Articulate, confident, and driven professional with the ability to work within a team-oriented culture - Unimpeachable ethical standards and a strong work ethic. - Superior communication skills both oral and written; strong presentation skills. - A demonstrated ability to establish priorities and meet goals. - Proficient in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform. - Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.) The starting salary is $120,000.00 to $150,000.00 and will include variable compensation. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance (starting day 1) - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS). In this program, Fidelity financial consultants refer prospective clients to a select group of approved registered investment advisor firms for wealth management services. The KAR BDO will be responsible for engaging with Fidelity financial consultants, branch managers, and regional vice presidents, developing strong relationships to accelerate client referrals for KAR and, in collaboration with the KAR wealth advisors, successfully onboard these clients to become KAR clients. This role will be held remotely with a preference for Austin, Dallas and Houston. Key Responsibilities: Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs - Conduct ongoing new business development activities with the FC teams. Provide value-add presentations on KARs capabilities with FCs. - Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings. - Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources. - Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes. - Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums. Source, educate and close custodial platform referred clients - Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs. - Educate prospective clients on the KAR wealth advisory service offerings. - Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives. - Collaborate with the KAR wealth advisors to successfully close new client relationships. - Provide ongoing communication with the FCs on the status of each referred prospective client. - Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors. - Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce). Ideal Qualifications: - Bachelor's degree in business; finance, economics or related field, or relevant certifications - Minimum 10 years in Financial Services sales - Proven track record of achieving business growth and revenue targets - Experience working with the Fidelity WAS referral program Proficient with Microsoft Office Suite or related software - Familiarity with Salesforce and support org functionality - Series 65 or 66 is preferred - FP® or other planning designation preferred The starting base salary will range from $100,000 to $150,000 and will include variable compensation. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

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. Job Description The Senior Regional Sales Director is responsible for representing Virtus Investment Partners’ full complement of investment offerings, including mutual funds, SMAs and ETFs, to investment professionals and intermediaries (Independents, RIA and Wirehouse). The Senior Regional Sales Director engages advisors in several relationship-building activities including providing technical information on the products they represent and demonstrating a strong knowledge of the competitive landscape, financial markets, and industry-related topics. The Regional Sales Director also acts as a consultant in the areas of practice management and portfolio construction. The ideal candidate will be remotely located in San Francisco, CA. Primary Job Responsibilities: - Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of its mutual funds, ETFs, and separately managed accounts including underlying investment strategies, rationale for product positioning, drivers of performance and relevant market background. - Develop new relationships and maintain (evolve) 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. Ideal Qualifications: - Bachelor’s degree. - Ten or more years of experience with strong sales skills, product knowledge and established relationships within assigned territory and channel. - Excellent written and verbal communication skills. - Motivated and energetic with strong project management skills and the 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. The salary for this role is $125,000. 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 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. #LI-Remote

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Managing Director, Senior National Accounts Manager – Alternatives, is a senior distribution leadership role responsible for managing and expanding national intermediary platform relationships for Virtus' alternative investment strategies. The role focuses on driving platform access, asset growth, product approvals, and long‑term strategic partnerships, while serving as a primary senior‑level liaison to home offices, platform gatekeepers, and alternatives research teams and collaborating closely with internal distribution and investment partners. - National Account Relationship Management & Asset Growth: Manage and expand relationships with key national accounts, with accountability for asset retention, net flows, shelf placement, and expansion of Virtus product offerings across intermediary platforms. - Strategic Platform Engagement & Due Diligence: Serve as the primary senior point of contact for home offices, platforms, research teams, and business gatekeepers; lead strategic discussions related to selling agreements, platform access, due diligence, investment capabilities, and performance. - Product Positioning & Investment Platform Representation: Promote Virtus’ multi‑manager investment platform, including mutual funds, ETFs, closed‑end funds, SMAs, sub‑advisory relationships, and select specialty or alternative strategies, ensuring strong positioning across partner platforms. - Business Development & Strategic Alliances: Initiate, deepen, and maintain strategic alliances with wirehouses, regional broker‑dealers, independent broker‑dealers, and RIA platforms; identify opportunities for new platform placements and additional product approvals. - Internal Cross‑Functional Leadership & Coordination: Partner internally with Sales, Marketing, Product, Portfolio Management, Compliance, and Operations to execute platform initiatives, support distribution objectives, and ensure consistent client and platform execution. Qualifications - Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred. - 12+ years of investment product sales experience with significant alternatives and national accounts expertise. - Deep understanding of alternative investment structures and intermediary platform distribution. - SIE, Series 7, and Series 66 (or Series 63 and 65) required or ability to obtain. - Proven ability to influence senior stakeholders and drive enterprise-level growth. Requirements - The starting salary for this role is $175,000. - 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 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. Benefits - Professional development opportunities to enhance skills and grow in careers. - Meaningful financial rewards and a comprehensive package of benefits to support employees at every stage of life. - Encouragement of work-life balance and physical, emotional, and mental well-being. - A commitment to a diverse, inclusive, and respectful work environment.