Hybrid Wholesaler - DCIO/Workplace Retirement

American Century Investments; Virginia (MN); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Competitive compensation package

Generous PTO

401(k) with company match

Tuition reimbursement

Mentorship program

Job summary

A leading global asset manager is seeking a Business Development Specialist to generate new business within the retirement plan ecosystem. This remote position involves relationship building with advisors and conducting consultative selling. Candidates must have a minimum of 3 years of experience in financial services, along with necessary securities licenses. Competitive compensation and benefits package offered.

Qualifications

• Minimum 3 years of experience in financial services, preferably in DCIO or retirement plan sales.
• Series 7 and 63 securities licenses required.
• Willingness to travel regionally and nationally.

Responsibilities

• Develop and maintain relationships with retirement plan contacts.
• Identify business opportunities through consultative selling.
• Collaborate with wealth management and sales teams to improve business position.

Skills

Relationship building

Consultative selling

Writing skills

Presentation skills

Interpersonal skills

Education

Bachelor's degree in a related field

Tools

Microsoft Office

Salesforce CRM

Investment data

LinkedIn

Job description

Business Development Specialist – DCIO/Workplace Retirement

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. We focus solely on investment management, and we direct a portion of our profits to the Stowers Institute for Medical Research.

Role Summary

This remote position is based in the North Carolina, Maryland or Virginia area. It will have direct responsibility to generate new business within the retirement plan ecosystem in a specific geographic territory. The role includes product positioning and relationship building with retirement plan advisors, consultants, and centers of influence. Applicants must be authorized to work in the U.S. without visa sponsorship.

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.
• Identify business opportunities and conduct in‑depth meetings on specific investment strategies in person, online and over the phone within a consultative selling process.
• Collaborate with regional consultants, wealth management and sales teams to uncover opportunities, drive sales and improve the firm’s business position.
• Communicate American Century’s competitive advantages, overcoming objections and persuading clients and prospects in a professional manner.
• Passion for investment solutions within the retirement plan industry and leverage experience to build productive relationships.

What You Bring To The Team (Required)

• Minimum 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.
• Bachelor’s degree in a related field or equivalent education and work experience.
• Superior writing, presentation and interpersonal skills; initiative, resourcefulness and ability to manage multiple projects.
• Willingness to travel regionally and nationally as needed.
• Demonstrates the American Century winning behaviors: Client Focused, Courageous & Accountable, Collaborative, Curious & Adaptable, Competitively Driven.

Additional Assets (Preferred)

• Proficient use of Microsoft Office, Salesforce CRM, investment data and LinkedIn.

What We Offer

• Competitive compensation package with bonus plan.
• Generous PTO and competitive benefits.
• 401(k) with 5% company match and annual performance‑based discretionary contribution.
• Tuition reimbursement, mentorship program, live and online learning.

For Maryland‑based candidates, the base salary for this role is $90,000. Offers depend on location, skills, experience and education. The position offers a cash incentive to earn more.

Seniority Level

• Mid‑Senior level

Employment Type

• Full‑time

Job Function

• Business Development and Sales

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave
• Tuition assistance
• Disability insurance

Equal Employment Opportunity

American Century Investments is committed to complying with the Americans with Disabilities Act and all applicable Equal Employment Opportunity laws. We encourage people of all backgrounds to join us. We provide reasonable accommodations as needed. All requests for accommodation will be handled confidentially.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to various protected bases as described under federal, state, and local laws.