Full-Time

Internal Wholesaler

Mutual Fund/ETF

Confirmed live in the last 24 hours

American Century Investments

American Century Investments

No salary listed

Mid

Company Does Not Provide H1B Sponsorship

Kansas City, MO, USA

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

Category
Sales & Trading
Finance & Banking
Required Skills
Salesforce
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.
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.
Desired Qualifications
  • Two to three years Internal Sales team experience preferred
American Century Investments

American Century Investments

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Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on sustainable investments supports global transition to renewable energy.
  • Partnership with Lincoln Financial expands distribution channels and client base.
  • Commitment to local non-profits enhances community relations and brand image.

What critics are saying

  • Increased competition in the ETF market may challenge market share.
  • Retirement of key personnel could impact fund management continuity.
  • Investment in Enzinc carries risks of new technology commercialization.

What makes American Century Investments unique

  • American Century's investment in Enzinc aligns with global green energy trends.
  • Appointment of Andrew Moore enhances ETF market reach in Europe.
  • Stephen Bartolini's addition strengthens bond fund management capabilities.

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Benefits

Hybrid Work Options

Company News

Defense World
Feb 27th, 2025
D.A. Davidson & CO. Makes New $273,000 Investment in American Century STOXX US Quality Value ETF (NYSEARCA:VALQ)

D.A. Davidson & CO. makes new $273,000 investment in American Century STOXX US Quality Value ETF (NYSEARCA:VALQ).

AltEnergyMag
Dec 11th, 2024
Enzinc Secures $8M for Battery Innovation

Enzinc Inc., a zinc battery developer, secured $8 million in Series A funding led by TO VC, with participation from American Century Investments. The funding will accelerate the commercialization of Enzinc's advanced nickel-zinc batteries, leveraging existing lead-acid manufacturing infrastructure. The investment supports Enzinc's goal to scale production and expand partnerships, contributing to the global transition to renewable energy. Joshua Phitoussi from TO VC will join Enzinc's Board of Directors.

ETF Stream
Oct 15th, 2024
American Century appoints ETF capital markets head from JPMAM

American Century has appointed Andrew Moore as head of EMEA ETF capital markets for its Avantis Investors division from JP Morgan Asset Management (JPMAM).

ETF Daily News
Sep 12th, 2024
Eastern (NASDAQ:EML) Stock Price Passes Above 200 Day Moving Average of $28.68

American Century Companies Inc. acquired a new stake in Eastern in the second quarter valued at approximately $632,000.

Citywire
Sep 9th, 2024
Former T. Rowe bond PM lands at American Century

T. Rowe Price veteran Stephen Bartolini has joined American Century Investments as a vice president and senior portfolio manager, beginning Monday, and already has been added to several multibillion-dollar funds, beginning Monday.