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Business Development Specialist - DCIO/Workplace Retirement

External
Full-timeRemote2w ago
CRMSalesforce
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About the role

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct 40% of our dividends every year-over $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary American Century Investments is looking to add a Business Development Specialist on our DCIO/Workplace Retirement sales team. This position reports to the VP of Workplace Retirement. You will have direct responsibility to generate new business within the retirement plan ecosystem in a specific geographic territory. This will include product positioning and relationship building with retirement plan advisors, consultants, and centers of influence. This remote position will be based out of the North Carolina, eastern Pennsylvania, Maryland, or Virginia area. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Develop, maintain, and leverage relationships with contacts within the retirement plan ecosystem to drive new business and retain existing assets. Quickly identify business opportunities and conduct in-depth meetings on specific investment strategies in person, on-line and over the phone within a consultative selling process. Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm's business position. Thoroughly understand and effectively communicate American Century's organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade clients & prospects as to the merits of the firm's unique selling proposition in a professional manner. Possess a passion for investment management solutions within the retirement plan industry and how to use your experience and knowledge to build productive and reciprocal relationships. What You Bring to the Team (Required) Minimum of 3 years of professional experience in the financial services industry, with a proven track record in DCIO, retirement plan, or investment management sales. Series 7 and 63 Securities licenses are required for the role. Bachelor's degree in a related field or an equivalent combination of education and work experience. Superior writing, presentation, and interpersonal skills, initiative, thoughtfulness, resourcefulness, ability to continually learn, manage multiple projects at once and a professional presence. Ability and willingness to travel regionally and nationally as needed to meet client and business objectives. Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. Additional Assets (Preferred) Experience as a Senior Internal Wholesaler, Hybrid Wholesaler, or External Wholesaler with proven success in the DCIO/workplace retirement or investment management industry. Proficient use of Microsoft Office, Salesforce CRM, investment & third-party data, and LinkedIn preferred. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

Benefits

Competitive compensation package with bonus planGenerous PTO and competitive benefits401k with 5% company match plus annual performance-based discretionary contributionTuition reimbursement, formal mentorship program, live and online learningLearn more about our benefits and perks.American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable401(k)Paid time offRemote work optionsPerformance bonus

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