American Century Investments

VP, Relationship Director – Investment Specialist

American Century Investments

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Job Level

Lead

About the role

  • 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

Requirements

  • A minimum of 5 years’ experience selling to sophisticated, fee-based RIA’s, must have direct experience and relationships with RIA’s
  • Ability to have sophisticated conversations with clients pertaining to portfolio construction, asset allocation and risk management.
  • Broad-based understanding of general portfolio behavior and capital markets
  • Ability to represent Avantis Investors’ differentiated investment philosophy and process in a highly consultative and compelling manner
  • Demonstrates intellectual curiosity, strong analytical skills, and the ability to thrive in a fast-paced, entrepreneurial environment with ambiguity and hands-on responsibilities
  • Embraces a collaborative, team-based sales culture with a proactive mindset, taking initiative, making principled decisions, and driving results through partnership and accountability
  • Bachelor’s degree; FINRA Series 7 and 63 licenses, or equivalent as required by state, or ability to attain licenses in a short-term frame
  • Travel to client and industry events is required
Benefits
  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement
  • Formal mentorship program
  • Live and online learning
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio constructionasset allocationrisk managementcapital marketssales strategyconsultative salesrelationship managementstrategic distribution
Soft Skills
intellectual curiosityanalytical skillscollaborative mindsetproactive mindsetinitiativeprincipled decision-makingdriving resultsaccountability
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63