Avantis Internal Wholesaler

About Us Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low‑cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities. Role Summary The ICSG Avantis Specialist drives sales with financial intermediary clients in the Wealth Management or Retirement space. The Specialist builds relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions. The primary responsibility is to partner with Avantis Relationship Directors within a geographical territory to generate sales opportunities by providing financial insight, product information, and a consultative sales process to find opportunities and drive sales. This hybrid position is based in our Los Angeles, CA office and reports to the Head of Avantis Distribution – Western US. Applicants must be authorized to work in the U.S. without visa sponsorship. How You Will Make an Impact Build and maintain positive relationships with Avantis Relationship Directors, collaborating on territory management, client contact strategy, and product positioning. Conduct weekly calls with standard agendas and daily communications as needed; participate in annual business planning to exceed sales production goals. Form relationships directly with clients through a consultative sales process (Prep, Profile, Present Solution, Gain Commitment, Follow Up) via phone, meetings, and follow‑up activities. Serve as the central point of contact among Avantis Relationship Directors, ETF Specialists, Division Strategists, and WM Consultant/Specialist teams. Leverage tools and resources to illustrate Avantis product benefits over competitors, and lead the sales pipeline through discovery, maintenance, and closing of opportunities. What You Bring to the Team (Required) Bachelor’s degree in a related field or an equivalent combination of education and work experience. Two to three years of internal sales team experience. Deep understanding of the financial intermediary marketplace and ability to interpret capital market impacts on our firm and products. Knowledge of Avantis solutions, platform availability, and competitive positioning. Series 7 license. Demonstrated interpersonal, investment analysis, written, and verbal communication skills. Expert level Salesforce skills, including pipeline management, reports, and call notes. Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook. What We Offer Competitive compensation package with bonus plan. Generous PTO and competitive benefits, including 401(k) with 5% company match and performance‑based discretionary contribution. Tuition reimbursement, formal mentorship program, live and online learning. Salary range for NY and CA candidates: $85,000 – $110,000. Actual offers depend on location, skills, experience, and education. Cash incentive opportunity. Hybrid schedule with required office presence. American Century Investments is committed to complying with the Americans with Disabilities Act and all applicable Equal Employment Opportunity laws and regulations. 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‑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 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. #J-18808-Ljbffr American Century Investments