Avantis Investors · 1 day ago
Internal Wholesaler
Kansas City, MO
Full-time
Onsite
Entry, Mid Level
2+ years expAmerican Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. The Internal Wholesaler will build and maintain relationships with financial intermediary clients, driving sales opportunities for Avantis products through a consultative sales process and collaboration with Avantis Relationship Directors.
FinanceFinancial ServicesFinTechImpact Investing
Responsibilities
Build and maintain positive relationships with Avantis Relationship Directors
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
Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams
Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix
Lead sales pipeline, including discovery and maintenance of each opportunity
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
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
Avantis Investors
Avantis Investors is an investment management company focused on delivering investment results and building long-term client relationships.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Pat Keating
Chief Operating Officer
Eduardo Repetto
Chief Investment Officer
Recent News
2025-12-10
2025-12-03
ETF Express
2025-12-03
Company data provided by crunchbase