What are the responsibilities and job description for the Manager, Client Relationship Management position at CM004 American Century Investment Services, Inc.?
Our Firm
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. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.
Role Summary:
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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American Century Proprietary Holdings, Inc. All rights reserved.
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