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Vp, Relationship Director and Investment Specialist
hace 3 semanas
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 VP, Relationship Director and Investment Strategist is a key representative for Avantis Investors. This role combines strategic relationship management with investment expertise to grow assets and deepen partnerships with fee-based RIAs.
This position will be based in South Florida.
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- Serve as the “face” of Avantis Investors to the external marketplace of Southern Florida. Understand Avantis Investors’ highly differentiated investment process and philosophy as well as American Century’s distinctive story, including its mission-driven purpose, unique private ownership structure and broadly diversified investment capabilities- Grow assets under management, most specifically with fee-based RIA’s. Collaborate with internal partners to identify and pursue sales opportunities- Contribute to the development and refinement of a strategic distribution strategy, cultivate relationships and build active pipeline with fee-based advisors nationally- Influence the creation of a consultative, solutions-based sales approach and a consistent and systematic approach for how Avantis strategically identifies, prospects and engages potential partners- Partner closely with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities
What You Bring to the Team (required)- A minimum of 5 years’ experience selling to sophisticated, fee-based RIA’s, must have direct experience and relationships with RIA’s- Ability to have sophisticated conversations with clients pertaining to portfolio construction, asset allocation and risk management. Broad-based understanding of general portfolio behavior and capital markets- Ability to represent Avantis Investors’ differentiated investment philosophy and process in a highly consultative and compelling manner- Demonstrates intellectual curiosity, strong analytical skills, and the ability to thrive in a fast-paced, entrepreneurial environment with ambiguity and hands-on responsibilities- Embraces a collaborative, team-based sales culture with a proactive mindset, taking initiative, making principled decisions, and driving results through partnership and accountability- Bachelor’s degree; FINRA Series 7 and 63 licenses, or equivalent as required by state, or ability to attain licenses in a short-term frame- Travel to client and industry events is required- Demonstrate the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Additional Assets (preferred)- Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable- Graduate degree (MBA) and/or a related professional designation (CFA, CAIA) is 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.
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.
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.
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