VP, Relationship Director – Investment Specialist

Job not on LinkedIn

🔥 5 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 14%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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American Century Investments

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1958

🏥 Healthcare

💼 Consulting

📣 Marketing

Healthcare • Consulting • Marketing

American Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. Established in 1958, the firm is dedicated to helping clients Prosper With Purpose™, allowing investors to impact the lives of millions through its relationship with the Stowers Institute for Medical Research. The company's specialties include Asset Management, Investment Management, Portfolio Management, and Mutual Funds.

📋 Description

• Serve as the face of Avantis Investors to the external marketplace of Texas • Understand and represent Avantis Investors’ investment process and philosophy and American Century’s distinctive story • Grow assets under management, especially with fee-based RIAs • Collaborate with internal partners to identify and pursue sales opportunities • Develop and refine strategic distribution strategy • Cultivate relationships and build an active pipeline with fee-based advisors nationally • Influence creation of a consultative, solutions-based sales approach • Establish a consistent and systematic approach for identifying, prospecting and engaging potential partners • Partner with product development, marketing and investments to ensure competitive positioning across client and product opportunities

🎯 Requirements

• 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 • Intellectual curiosity and strong analytical skills • Ability to thrive in a fast-paced, entrepreneurial environment with ambiguity and hands-on responsibilities • Collaborative, team-based sales culture with a proactive mindset • 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 • Ability to travel to client and industry events • Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable • Graduate degree (MBA) and/or related professional designation (CFA, CAIA) is preferred

🏖️ 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 • Reasonable accommodation for qualified individuals under the ADA