Wealth Management ETF Specialist I

American Century Investments; Northern (KY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Generous PTO and benefits

401k with 5% company match

Tuition reimbursement and mentorship

Job summary

Avantis Investors, part of American Century Investments, seeks an ICSG Specialist to drive sales with financial intermediary clients in Wealth Management or Retirement spaces. You will partner with Relationship Directors to identify opportunities and use a consultative approach to position Avantis ETF and Mutual Fund solutions.

You will build relationships, manage a territory, and lead the sales pipeline from discovery to close, leveraging portfolio knowledge and product benefits to meet client

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• Two to three years internal sales experience.
• Deep understanding of the financial intermediary marketplace.
• Series 7 license required.
• Strong interpersonal, written and verbal communication skills.

Responsibilities

• Partner with Avantis Relationship Directors to generate sales opportunities.
• Manage territory and drive sales of Avantis ETF and Mutual Fund solutions.
• Lead sales pipeline from discovery to close with regular client contact.
• Provide financial insight and product information to clients.
• Coordinate with WM Consultant/Specialist teams as needed.

Skills

Internal sales experience

Financial intermediary knowledge

Communication skills

Series 7 license

Salesforce proficiency

Microsoft Office

Morningstar Direct

Outlook

Education

Bachelor’s degree or equivalent

Series 7 license

Tools

Salesforce

Microsoft Office

Morningstar Direct

Outlook

Job description

Avantis Investors, part of American Century Investments, seeks an ICSG Specialist to drive sales with financial intermediary clients in Wealth Management or Retirement spaces. You will partner with Relationship Directors to identify opportunities and use a consultative approach to position Avantis ETF and Mutual Fund solutions.

You will build relationships, manage a territory, and lead the sales pipeline from discovery to close, leveraging portfolio knowledge and product benefits to meet client