Hybrid Wholesaler - DCIO/Workplace Retirement
American Century Investments
Role Summary American Century Investments is looking to add a Business Development Specialist to our DCIO/Workplace Retirement sales team. This position reports to the VP of Workplace Retirement and involves direct responsibility for generating new business within the retirement plan ecosystem in a specific geographic territory – North Carolina, eastern Pennsylvania, Maryland, or Virginia. The role is remote and not eligible for visa sponsorship; applicants must be authorized to work in the U.S. without visa sponsorship. 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, online, or over the phone within a consultative selling process. Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management, and Avantis Sales teams to uncover opportunities, drive sales, and improve the firm’s business position. Thoroughly understand and effectively communicate American Century’s organizational and strategy-specific competitive advantages. Overcome objections and persuade clients & prospects 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 use 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. 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. Preferred 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. What We Offer Competitive compensation package with bonus plan and potential for additional cash incentive. Generous PTO and competitive benefits. 401(k) with 5% company match plus annual performance‑based discretionary contribution. Tuition reimbursement. Formal mentorship program, live and online learning. Access to learning resources and career development opportunities. EEO Statement 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, we strive 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 a reasonable accommodation for any aspect of the recruitment process, please send a request to HR‑View email address on click.appcast.io. 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 under applicable federal, state, and local laws. ACI does not discriminate or adopt any policy that discriminates against any individual or group of individuals.
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- J-18808-Ljbffr American Century Investments
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$175.3k - $292.1k
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