Hybrid Wholesaler - DCIO/Workplace Retirement Job at American Century Investments, Philadelphia, PA

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  • American Century Investments
  • Philadelphia, PA

Job Description

About Us

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

American Century Investments is looking to add a Hybrid Wholesaler (internally known as Business Development Specialist) on our DCIO/Workplace Retirement sales team. This position reports to the VP of Workplace Retirement Internal Sales. You will have direct responsibility to generate new business within the retirement plan ecosystem in a specific geographic territory. This will include product positioning and relationship building with retirement plan advisors, consultants, and centers of influence.

This remote position will be based out of the North Carolina, eastern Pennsylvania, Maryland, or Virginia area.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make An Impact

  • Develop, maintain, and leverage relationships with contacts within the retirement plan ecosystem to drive new business and retain existing assets.
  • Quickly identify business opportunities and conduct in-depth meetings on specific investment strategies in person, on-line and over the phone within a consultative selling process.
  • Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm’s business position.
  • Thoroughly understand and effectively communicate American Century’s organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade clients & prospects as to the merits of the firm’s unique selling proposition in a professional manner.
  • Possess a passion for investment management solutions within the retirement plan industry and how to use your experience and knowledge to build productive and reciprocal relationships.

What You Bring To The Team (Required)

  • Minimum of 3 years of professional experience in the financial services industry, with a proven track record in DCIO, retirement plan, or investment management sales.
  • 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.
  • Superior writing, presentation, and interpersonal skills, initiative, thoughtfulness, resourcefulness, ability to continually learn, manage multiple projects at once and a professional presence.
  • Ability and willingness to travel regionally and nationally as needed to meet client and business objectives.
  • Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

  • Proficient use of Microsoft Office, Salesforce CRM, investment & third-party data, and LinkedIn preferred.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

For Maryland based candidates, the base salary for this role is $90,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.

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 Proprietary Holdings, Inc. All rights reserved.

Job Tags

Full time, Work experience placement, Work at office, Local area, Remote work,

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