VP, Relationship Manager - National Accounts jobs in United States
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American Century Investments · 2 weeks ago

VP, Relationship Manager - National Accounts

American Century Investments is a leading global asset manager with a focus on investment management and a commitment to supporting medical research. The Vice President Relationship Manager - National Accounts will facilitate and develop relationships with key strategic partners, expand distribution, and drive new sales while representing the company's product offerings.

Financial Services
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Responsibilities

Develop a meaningful professional relationship with key home office contacts and centers of influence including executive leadership, due diligence teams, sales management, field specialists, sales desks, product/program managers and others to increase American Century Investments overall sales and visibility
Develop access to influential decision makers and increase sales by winning new product placement opportunities with decision makers for recommended lists and sub-advised placements, support existing and new co-manufactured solutions and work closely with our field sales team on product pull through
Understand and effectively communicate all American Century’s investment management offerings and distribution capabilities. Represent American Century Investments offerings in a public speaking capacity at our top accounts and industry events
Work with American Century Investments Sales Management to develop and implement a holistic strategy for strategic partner firms that integrates marketing, external/internal sales activity, center of influence focus to increase company sales, market share, and retention. Become the “public face” of the client firm internally. Develop a business plan for existing relationships that incorporates a retention strategy for existing large block of assets. Ensure territory managers are fully informed on client initiatives and promote wholesaling activities
Evaluate business opportunities from an objective “shareholder perspective” and utilize internal resources effectively to manage contract negotiations and financial terms between American Century Investments and partner firms

Qualification

Client relationship managementInvestment management experienceSales strategy developmentCFA certificationFINRA Series 7/63 licensesPublic speakingCollaborativeClient focusedAdaptable

Required

Bachelor's degree
Minimum of 10 years' experience in the investment management industry, previous experience in client relationship management and sales required
FINRA Series 7/63 licenses required
Ability to engage in significant travel is required (50%+ for client meetings and industry events)
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Preferred

CFA, CFP, CIMA and/or graduate degree preferred

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

Company

American Century Investments

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American Century Investments an asset management company focused on delivering investment results.

Funding

Current Stage
Late Stage

Leadership Team

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Patricia Ribeiro
CIO
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