VP, Relationship Director – Investment Specialist

Emploi pas sur LinkedIn

🕒 il y a 23 jours

🏈 Ohio – Distant

🏈 Ohio – Remote

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 15%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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American Century Investments

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1958

🏥 Santé

💼 Conseil

📣 Marketing

Healthcare • Consulting • Marketing

American Century Investments® est un gestionnaire d'actifs de premier plan, se concentrant sur la fourniture de résultats d'investissement et l'établissement de relations clients à long terme tout en soutenant la recherche pouvant améliorer la santé et sauver des vies. C'est ainsi que nous aidons nos clients à prospérer avec un objectif.

Description

• Serve as the face of Avantis Investors to the external marketplace of Ohio • Understand and represent Avantis Investors’ investment process and philosophy and American Century’s mission-driven purpose, private ownership structure, and investment capabilities • Grow assets under management, especially with fee-based RIAs • 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 an active pipeline with fee-based advisors nationally • Influence the creation of a consultative, solutions-based sales approach • Develop a consistent and systematic approach for identifying, prospecting, and engaging potential partners • Partner with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities

🎯 Exigences

• A minimum of 5 years’ experience selling to sophisticated, fee-based RIA’s, with 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 • Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable • Graduate degree (MBA) and/or a related professional designation (CFA, CAIA) is preferred

🏖️ Avantages

• 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

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