American Century Investments

Financial Planning and Analysis

• Serve as the “face” of Avantis Investors to the external marketplace of Southern Florida.
• Understand Avantis Investors’ highly differentiated investment process and philosophy as well as American Century’s distinctive story, including its mission-driven purpose, unique private ownership structure and broadly diversified investment capabilities
• Grow assets under management, most specifically with fee-based RIA’s.
• Collaborate with internal partners to identify and pursue sales opportunities
• Contribute to the development and refinement of a strategic distribution strategy, cultivate relationships and build active pipeline with fee-based advisors nationally
• Influence the creation of a consultative, solutions-based sales approach and a consistent and systematic approach for how Avantis strategically identifies, prospects and engages potential partners
• Partner closely with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities

VP, Relationship Director – Investment Specialist