Avantis ICSG Specialist - Internal Wholesaler

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 fields.

We are committed to providing institutional-quality, actively handled solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, focused 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 $1.7 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 ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions.

The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales.

Responsibilities:

Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level.

Form relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to shift to products that meet client needs. Can include scheduling meetings for consultants as part of follow up.

Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions.

Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Relevant knowledge of portfolio construction and fund analysis tools is key.

Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience
• Two to three years Internal Sales team experience preferred
• Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products
• Knowledge of Avantis solutions, platform availability and competitive positioning.
• Series 7 license
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required
• Expert level Salesforce skills and ability, including pipeline management, reports and call notes
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook
• 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. 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required.

American Century Investments is committed to aligning 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.

American Century Investment Services, Inc., Distributor.

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