Hybrid VP Institutional Consultant Relations bei American Century Investments
American Century Investments · Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in
VP, Institutional Consultant Relations
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 controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $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
American Century Investments is looking to add a VP of Institutional Consultant Relations role to our team. This position will have direct responsibility for improving American Century’s presence with West Coast investment consultant community. This will include product positioning and relationship building with investment consultants, and coordination with the institutional sales and client service functions.
This position will be based out of our Santa Clara or Los Angeles office, or remote.
How You Will Make an Impact
Conduct in-depth meetings on specific investment strategies, with and without investment professionals.
Develop, maintain, and leverage long-term strategic contacts at various levels within the firm’s business partners’ organizations, always seeking to improve the firm’s business position in the short-run.
Quickly understand business opportunities with each external partner and work independently and with sales colleagues to capitalize on them.
Work with portfolio managers, trading, and administrative departments to ensure accuracy and cohesiveness of all services and information provided to consultants.
Thoroughly understand and effectively communicate American Century’s organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade the consultants as to the merits of the firm’s unique selling proposition in a professional manner.
Coordinate with the salespeople and client service liaisons, who interact with field consultants, to ensure a consistent message and high quality of service to each consulting firm.
What You Bring to the Team (Required)
15+ years of experience in the financial services industry.
Established relationships within the West Coast consultant community.
Knowledgeable in investment theory and practice, with expertise across a wide variety of investment strategies.
High organization, priority, and goal-setting skills, as well as a deep knowledge of the institutional marketplace.
Superior writing, presentation, and interpersonal skills, initiative, thoroughness, resourcefulness, ability to continually learn and handle multiple projects at once, and a professional presence.
Strong interest in the institutional money management business and its current trends, economic issues, and current financial markets.
Firm understanding of performance, attribution, style, and risk characteristics statistics, and their implications. Knowledge of systems used to measure the above statistics is desirable.
Proficient use of Excel, Word, portfolio accounting, and CRM software.
The ability, congeniality, and desire to be a team player.
4-year degree in business or finance-related field.
Hungry, humble, and collaborative mindset.
Additional Qualifications (Preferred)
Preferably 15+ years managing institutional consultant relationships.
CFA and/or MBA 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