Full-Time

Regional Associate

Confirmed live in the last 24 hours

American Century Investments

American Century Investments

Fintech
Financial Services

Entry, Junior

Kansas City, MO, USA

Employees are required to be in the office on a scheduled frequency.

Category
Inside Sales
Sales & Account Management
Requirements
  • Bachelor’s degree in a related field or an equivalent combination of education and work experience.
  • One to two years financial industry experience preferred.
  • Completion of Series 6 and 63 required within 1 month of employment date.
  • Series 7 Preferred
  • Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
  • Working knowledge of Microsoft Office, Morningstar, Outlook and Salesforce CRM software preferred.
  • Working Conditions: Extended sitting, ability to utilize a computer monitor for an extended period of time.
  • 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.
Responsibilities
  • Understand American Century's products and services to accurately sell our offerings to Intermediary sales clients and prospects. This will involve extensive telephone contact, inbound/outbound, and documentation of activities in our client management database. Respond to e-mail questions from clients and ensure adequate coverage to capture all inbound inquiries. Qualify new leads and find opportunities through outbound calling to qualified prospects and clients.
  • Utilize fund analysis and other research tools to strategically demonstrate and differentiate our product offerings. Continually build and maintain knowledge of American Century investment management, products, industry events, valuable tools, and recent developments impacting clients.
  • Complete specific assignments from assigned Internal Wholesaler partners as requested and back-up support for internal Wholesalers as needed.
  • Participate in training and assist with special projects and task forces.
American Century Investments

American Century Investments

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Simplify Jobs

Simplify's Take

What believers are saying

  • The appointment of experienced professionals from top firms like JP Morgan and T. Rowe Price could lead to improved fund management and innovative investment strategies.
  • American Century's strategic acquisitions and partnerships, such as with Lincoln Financial Group, may enhance their market competitiveness and expand their client base.
  • Their commitment to community support through initiatives like the American Century Championship can enhance brand reputation and employee morale.

What critics are saying

  • The departure of long-standing portfolio managers like Jeffery Houston could lead to disruptions in fund management and potential shifts in investment strategies.
  • Frequent changes in leadership positions, as seen with the hiring of new executives, may lead to strategic misalignments and operational challenges.

What makes American Century Investments unique

  • American Century Investments demonstrates a strong focus on strategic talent acquisition, as evidenced by hiring industry veterans like Stephen Bartolini and Andrew Moore, which enhances their expertise and market presence.
  • Their partnership with Lincoln Financial Group to enhance fund offerings showcases a commitment to collaborative growth and diversification in investment products.
  • The company's active involvement in community initiatives, such as the American Century Championship, highlights a dedication to social responsibility and community impact.

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