Note: The job is a remote job and is open to candidates in USA. American Century Investments is a leading global asset manager with over 65 years of experience in helping clients achieve their financial goals. They are seeking a Business Development Specialist to generate new business within the retirement plan ecosystem, focusing on product positioning and building relationships with retirement plan advisors and consultants.
Responsibilities
- 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
Skills
- 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
- Experience as a Senior Internal Wholesaler, Hybrid Wholesaler, or External Wholesaler with proven success in the DCIO/workplace retirement or investment management industry
- Proficient use of Microsoft Office, Salesforce CRM, investment & third-party data, and LinkedIn preferred
Benefits
- 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
Company Overview