Vice President Relationship Manager - National Accounts
The primary responsibility of the Vice President Relationship Manager - National Accounts will be to facilitate and develop the corporate relationship between American Century Investments (ACI) and a subset of the firm's largest strategic partners. This role will report into the Head of Financial Institutions and be responsible for expanding distribution, driving new sales, and developing new products with key national account firms and retaining existing assets. The role will require the individual to represent and increase distribution of the entire American Century Investment's product line by developing relationships with key decision makers throughout the partner firm's organization. This role will work closely with the Head of Financial Institutions to support and grow key strategic relationships within the Retirement Workplace and Insurance client segments.
This position can be located anywhere in the US.
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 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.
What You Bring to the Team (Required)
Bachelor's degree.CFA, CFP, CIMA and / or graduate degree preferredMinimum 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.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 planGenerous PTO and competitive benefits401k with 5% company match plus annual performance-based discretionary contributionTuition reimbursement, formal mentorship program, live and online learning