VP, Relationship Director and Investment Specialist

American Century Investments; Kentucky; Remote; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Generous PTO and benefits

401k with company match

Tuition reimbursement and mentorship

Job summary

American Century Investments, Avantis Investors, is seeking a VP, Relationship Director and Investment Specialist to expand assets with fee-based RIAs and deepen partnerships. This remote role is based in Cincinnati or Columbus, Ohio, and does not sponsor visas.

You will combine strategic relationship management with investment expertise, articulate Avantis' differentiated process, and collaborate with product, marketing, and investments to position our offerings and grow a national advisory

Qualifications

• Minimum 5 years’ experience selling to sophisticated fee-based RIAs.
• Ability to discuss portfolio construction, asset allocation and risk management at a sophisticated level.
• Strong understanding of capital markets and general portfolio behavior.
• Strong consultative selling approach and ability to articulate Avantis Investors’ differentiated process.

Responsibilities

• Grow assets under management by expanding the RIA network and partnerships.
• Develop and refine a strategic distribution strategy with a national advisor pipeline.
• Collaborate with product, marketing, and investments to ensure competitive positioning.
• Engage potential partners with a consultative, solutions-based sales approach.

Skills

Relationship management

RIA sales

Portfolio construction

Asset allocation

Risk management

Financial analysis

Negotiation

Education

Bachelor’s degree

FINRA Series 7 and 63 licenses

Job description

About Us

Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low-cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities.

Role Summary

The VP, Relationship Director and Investment Specialist is a key representative for Avantis Investors. This role combines strategic relationship management with investment expertise to grow assets and deepen partnerships with fee-based RIAs. This remote position will be based in either Cincinnati or Columbus, Ohio. 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

Serve as the “face” of Avantis Investors to the external marketplace of Ohio. 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

What You Bring to the Team (Required)

• 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
• Demonstrate the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

• 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

What We Offer

• 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

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 reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [e-mail]. All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

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American Century Proprietary Holdings, Inc. All rights reserved.

Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low cost, efficient investment strategies. Our investment strategies are led under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities.

Want Information about our Benefits?

At American Century Investments, we believe in taking care of our people—because when you thrive, so do we.