Business Development Specialist - DCIO/Workplace Retirement

American Century Investment Services, Inc.

$90K *
US-Anywhere
+ 4 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services, especially in DCIO or retirement plan sales.
  • Required Series 7 and 63 Securities licenses.
  • Bachelor's degree in a related field or equivalent work experience.
  • Exceptional writing, presentation, and interpersonal skills.
  • Capacity to travel regionally and nationally as required.

Responsibilities

  • Develop and leverage relationships within the retirement plan ecosystem to enhance business growth.
  • Identify business opportunities and lead in-depth discussions on investment strategies with clients.
  • Collaborate with internal sales teams and specialists to drive sales initiatives and improve market position.
  • Communicate American Century's unique competitive advantages and address client objections professionally.
  • Cultivate relationships in the retirement plan industry, showcasing passion for investment management solutions.

Benefits

  • Competitive compensation package with bonus potential.
  • Generous paid time off along with competitive benefits.
  • 401k plan with a 5% company match and additional performance-based contributions.
  • Access to tuition reimbursement and mentorship programs, plus ongoing learning opportunities.
Full Job Description
Role Summary

American Century Investments is looking to add a Business Development Specialist on our DCIO/Workplace Retirement sales team. This position reports to the VP of Workplace Retirement. You will have direct responsibility to generate new business within the retirement plan ecosystem in a specific geographic territory. This will include product positioning and relationship building with retirement plan advisors, consultants, and centers of influence.

This remote position will be based out of the North Carolina, eastern Pennsylvania, Maryland, or Virginia area.

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
  • 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, on-line and over the phone within a consultative selling process.
  • Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm's business position.
  • Thoroughly understand and effectively communicate American Century's organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade clients & prospects as 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 how to use your 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 for the role.
  • 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.


Additional Assets (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 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.

For Maryland based candidates, the base salary for this role is $90,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

#LI-Remote

American Century Proprietary Holdings, Inc. All rights reserved.

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