Role SummaryThe
VP, Relationship Director and Investment Specialist 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 remote position will be based in California.
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 Texas. 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.
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American Century Proprietary Holdings, Inc. All rights reserved.
