Business Development Specialist - DCIO / Workplace Retirement
At a glance
Mid-level Business Development role at American Century Investments®. 2 Locations · full-time · $90,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build advisor, consultant, and other retirement-market relationships that produce new business and preserve existing assets
- Spot sales openings and lead consultative discussions about investment strategies in person, online, and by phone
- Coordinate with retirement, wealth management, Avantis, and investment teams to find opportunities and increase sales
- Explain the firm’s organizational and strategy-level advantages while handling objections with professional persuasion
What you bring
- At least three years in financial services sales, including DCIO, retirement plans, or investment management
- Active Series 7 and Series 63 licenses are required for this position
- A related bachelor’s degree or comparable education and professional experience
- Strong writing, presenting, relationship-building, initiative, judgment, and project-management skills
- You can travel regionally and nationally when client and business needs call for it
Who this fits
This role suits a mid-level financial services seller who understands retirement-plan distribution and can build productive advisor relationships. You’ll work remotely from Colorado, Minnesota, or Wisconsin and report to the VP of Workplace Retirement. U.S. work authorization without current or future visa sponsorship is required.
From the employer
About Us
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 owned 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 who work here around 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
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 Colorado, Minnesota, or Wisconsin 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 Colorado 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.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
American Century Proprietary Holdings, Inc. All rights reserved.
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