Business Development Specialist

Our Firm

Role Summary:

The primary responsibility of the Business Development Specialist – Workplace Retirement / DCIO is to build relationships and generate sales with assigned Workplace Retirement/DCIO clients in Texas and surrounding states. This is accomplished by providing wholesaler support within a consultative sales process to deliver our investment capabilities, retirement plan & financial insights and demonstrate value-added services. This is a hybrid wholesaler role providing both internal support and external activity.

Responsibilities

• This wholesaling role consists of building relationships with assigned Workplace Retirement / DCIO clients, prospects, and centers of influence throughout the workplace retirement plan industry. This involves proactive call rotations, in-person meetings, outbound telephone/virtual calls using a consultative sales approach. Territory Travel is expected.

• Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams to uncover opportunities, drive sales & retain existing assets in American Century & Avantis investment solutions.

• Build and maintain a strong understanding of our investment strategies and the competitors. Remain current on the retirement plan industry and topics that impact our clients including regulatory changes, industry events and the financial markets.

• Use analysis research tools and resources to strategically demonstrate our product offerings, differentiate from the competition and build a consultative relationship with our clients and prospects.

Required Experience

• Experience in Sales & Retirement Plan/DCIO industry preferred.

• 3+ years of financial industry experience preferred.

• Series 7 and 63 Securities licenses are required for the role.

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.

• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.

• Strong presentation skills

• Experience & understanding of Microsoft Office, Morningstar, Morningstar Direct, Outlook, Salesforce CRM software, LinkedIn as well as third party data preferred.

• 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.

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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