The position is responsible for supporting the sale of Vest-managed exchange traded funds (ETFs) and mutual funds to broker-dealers, wire-houses, and institutional clients. The candidate will be responsible for managing their own territory and working in conjunction with our firm partners.
We are currently seeking candidates for the following territories:
1) FL
2) TX, OK, AR
3) GA, SC, TN, AL, LA, MS
Vest is currently seeking an experienced Head of Retirement to join our team and lead our firm’s expansion into the Retirement segment.
As the Head of Retirement, you will be responsible for the development and distribution of investment products (including mutual funds and collective investment funds) and investment advisory services (including sub-advisory services) to qualified opportunities such as DC/DB plans, pension plans, cash balance plans and sub-advisory mandates across all plan size markets in partnership with all channels of financial intermediaries including banks, wire house broker-dealers, regional broker-dealers, registered investment advisors, and consultants. The opportunity also entails building a sub-advisory business with other larger asset managers with distribution in the retirement space.
This is a remote role, with the opportunity to work out of headquarters in Northern Virginia, if desired. Extensive travel is required.
The position is responsible for supporting the sale of Vest exchange traded funds (ETFs) and mutual funds to RIAs, broker-dealers, wire-houses, and institutional clients. The candidate will work with multiple territories and coordinate activities with their partners to grow market share of our products.
This role has three areas of responsibility: managing existing investment portfolios, supporting the Product Development team in developing new investment strategies/products and creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL and VBA.
This position requires a combination of trade operations knowledge and technical skills to automate processes and support
cross-functional collaboration. This role will transition post-trade operations responsibilities from Portfolio Management as we build a dedicated operations team.
We are seeking a proactive and collaborative risk professional to join our team. The “Risk Manager – Portfolio Management” will work closely with the portfolio management and compliance teams to identify and mitigate risks across the entire portfolio management process.
Vest is a fast-growing asset management firm that specializes in portfolio management of unique, derivatives-based strategies that are offered as mutual funds, ETFs, private funds, and other investment products. The ideal candidate for this role is comfortable working in a fast paced, startup-like environment.
This role may work remotely but must reside in the U.S. and work during East Coast business hours.