American Century Investments · 1 day ago
Internal Wholesaler
Kansas City, MO
Full-time
Hybrid
Entry, Mid Level
2+ years expAmerican Century Investments is a leading global asset manager with over 65 years of experience in helping clients achieve their financial goals. The Internal Wholesaler will focus on building relationships with Wealth Management clients and generating sales opportunities for Avantis products through consultative sales processes and collaboration with Avantis Relationship Directors.
Financial Services
Responsibilities
Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level
Form relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to shift to products that meet client needs. Can include scheduling meetings for consultants as part of follow up
Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions
Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Relevant knowledge of portfolio construction and fund analysis tools is key
Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale
Qualification
Required
Bachelor's degree in a related field or an equivalent combination of education and work experience
Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products
Series 7 license
Demonstrated interpersonal, investment analysis, written and verbal communication skills
Expert level Salesforce skills and ability, including pipeline management, reports and call notes
Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Preferred
Two to three years Internal Sales team experience
Knowledge of Avantis solutions, platform availability and competitive positioning
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
American Century Investments
American Century Investments an asset management company focused on delivering investment results.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Patricia Ribeiro
CIO
Recent News
PR Newswire
2025-12-10
The European Financial Review
2025-11-11
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