Regional Associate

American Century Investments • Kansas City, MO

5d • Hybrid

About The Position

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct 40% of our dividends every year—over $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you. Role Summary The primary responsibility of the Regional Associate is to provide sales support to prospects, clients, External and Internal Wholesalers within Intermediary sales. Individuals in this role are expected to have sales related conversations while responding to client requests for information. While these conversations are conducted primarily through inbound calls some outbound calling is required. This role will work closely with internal and external sales forces and other Regional Associates in support of the assigned territories. This hybrid position will be based out of our Kansas City, MO office. Internal candidates: Please contact hiring manager, Todd Crews, or recruiter, Iris Littlejohn, prior to applying to the role. This role reports to the Vice President of Avantis Internal Sales. 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.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• One to two years’ financial industry experience preferred.
• Completion of Series 7, 63, and SIE required within 90 days of employment date.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Extended sitting, ability to utilize a computer monitor for an extended period of time.
• Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Nice To Haves

• Series 7, 63 and SIE
• Working knowledge of Microsoft Office, Morningstar, Outlook and Salesforce CRM software preferred.

Responsibilities

• Understand American Century's products and services to accurately sell our offerings to Intermediary sales clients and prospects. This will involve extensive telephone contact, inbound/outbound, and documentation of activities in our client management database.
• Respond to e-mail questions from clients and ensure adequate coverage to capture all inbound inquiries.
• Qualify new leads and find opportunities through outbound calling to qualified prospects and clients.
• Utilize fund analysis and other research tools to strategically demonstrate and differentiate our product offerings.
• Continually build and maintain knowledge of American Century investment management, products, industry events, valuable tools, and recent developments impacting clients.
• Complete specific assignments from assigned Internal Wholesaler partners as requested and back-up support for internal Wholesalers as needed.
• Participate in training and assist with special projects and task forces.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level