What are the responsibilities and job description for the Manager, Client Relationship Management position at American Century Investments?
Our Firm
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
The Manager, Client Relationship Management is responsible for effectively leading a team of Client Relationship Associates. In this role, you will:
- Hire, lead, manage, mentor, and develop our team of associates to ensure that every element of the environment embodies our brand, culture, vision, values, and operating principles as a path to shared success of employees and clients. As Manager, you will foster a client-focused environment aimed at providing comprehensive solutions for our most valued clients. This includes, but is not limited to, sound financial advice, guidance on client account matters, and overall client and revenue growth. It is essential to be an effective collaborator with key team members and business partners to be successful in this role.
- Develop strategic direction for the team and leadership support
- Increase client engagement capacity enabling more dedicated relationship coverage to key clients by CRA’s
- Improving Financial Consultant efficiency and productivity to enable them to effectively cover more top/key clients
- Support Investor Centers in Kansas City, MO and Leawood, KS
What will be your responsibilities?
- Ensure the team is staffed, trained, and effective work processes are in place to deliver on all expectations
- Ensure all Financial Consultants have the CRA support needed to deliver timely solutions and support for their clients
- Ensure the Investor Center front desks are properly staffed for walk-in clients to get the support, advice, and guidance needed
- You will coach and mentor your team members with a proven coaching process
- You will demonstrate a business development focus resulting in additional opportunities through engagements with clients, prospects, the community, and company leadership
- Develop KPI and business metrics for the team and individuals to ensure clients are properly covered, measure quality and increase book coverage/productivity
What will you bring to the team
- Bachelor's degree in Finance, Business, or equivalent experience
- Minimum of 7 years in a financial services role
- At least 3 years of management experience
- An active series 9/10 or 24, 7, and 66 FINRA License or ability to acquire them within 90 days. A series 63 along with a series 65 or CFP is a substitute for the series 66.
- Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
What will make you really stand out?
- Certified Financial Planner (CFP) Designation
- Deep knowledge of brokerage, mutual fund, RIA business and financial planning
- Associate-centric mentor that develops the team and builds a culture of accountability through both sales and service
- Cross-functional partner able to work with multiple facets of the organization to cultivate opportunities by incorporating departmental expertise
- Driven sales leader with a focus on doing what is best for clients
- Operational and regulatory knowledge of the retail financial services industry
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
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.
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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