Full Job Description
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.
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.
Build 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 pivot 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. Meaningful 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
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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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.
©2019 American Century Proprietary Holdings, Inc. All rights reserved.
