KansasCityRecruiter Since 2001
the smart solution for Kansas City jobs

ICSG Avantis Specialist

Company: American Century Investments
Location: Kansas City
Posted on: April 10, 2021

Job Description:

Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities. The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions. The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales. Responsibilities Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level. Build relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to pivot to products that meet client needs. Can include scheduling meetings for consultants as part of follow up. Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions. Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Meaningful knowledge of portfolio construction and fund analysis tools is key. Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale. Requirements * Bachelor's degree in a related field or an equivalent combination of education and work experience* Two to three years Internal Sales team experience preferred* Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products* Knowledge of Avantis solutions, platform availability and competitive positioning.* Series 7 license* Demonstrated interpersonal, investment analysis, written and verbal communication skills required* Expert level Salesforce skills and ability, including pipeline management, reports and call notes* Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 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 Investment Services, Inc., Distributor. --2019 American Century Proprietary Holdings, Inc. All rights reserved.

Keywords: American Century Investments, Kansas City , ICSG Avantis Specialist, Other , Kansas City, Kansas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Surface Warfare Officer
Description: ABOUT America's Navy has the most modern, advanced fleet of ships in the entire world. Surface Warfare Officers SWOs are trained extensively to maintain and operate these ships, their crews and their (more...)
Company: Navy
Location: Blue Springs
Posted on: 04/20/2021

High Demand For Quality Siding Pros - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Maryville
Posted on: 04/20/2021

Crew Member
Description: Fun. Flexible hours. Great pay. Fantastic people. Professional fulfillment. That uniquely cool SONIC uniform. Can this possibly get any better YES IT CAN Like a Grilled Chicken Wrap, the SONIC Drive-In (more...)
Company: Sonic
Location: Blue Springs
Posted on: 04/20/2021


Work From Home
Description: Nation's largest provider of discounted healthcare benefits is looking for Benefit Consultants. Our
Company: Living Healthy
Location: Blue Springs
Posted on: 04/20/2021

Carhop or Skating Carhop
Description: Looking for a way to apply that boundless enthusiasm you wake up with every morning We can help. At SONIC, you get great pay, flexible hours and a cool uniform-while doing the job you love.As a SONIC (more...)
Company: Sonic Drive-In
Location: Atchison
Posted on: 04/20/2021

Surface Warfare Officer
Description: ABOUT br br America's Navy has the most modern, advanced fleet of ships in the entire world. Surface Warfare Officers SWOs are trained extensively to maintain and operate these ships, their crews (more...)
Company: Navy
Location: Saint Joseph
Posted on: 04/20/2021

Team Member - CSR
Description: Flynn Restaurant Group is the LARGEST Restaurant FRANCHISEE in the U.S. We have 6 iconic brands with over 2,300 locations and over 73,000 employees. FRG is the LARGEST Franchisee of Pizza Hut with 951 (more...)
Company: HUT American
Location: Blue Springs
Posted on: 04/20/2021

Truck Driver CDL A - Lease Purchase
Description: CDL-A Truck Driver - OTR Drivers - Lease Purchase Tired of working with carriers who don't carrot all This spring/Easter, hop on over to Dart Working with us gets you a whole basket of perks, from brand (more...)
Company: Dart Transit Company
Location: Elmo
Posted on: 04/20/2021

PT Seasonal Customer Happiness Coordinator - Work From Home
Description: Customer Service / Remote Anywhere in U.S. / Competitive hourly wage
Company: Summersalt
Location: Blue Springs
Posted on: 04/20/2021

Nursing
Description: ABOUT br br By the very nature of their duties, Navy Nurses quickly rise to the top of their profession. They provide care, not only for military servicemembers and their families, but also for people (more...)
Company: Navy
Location: Blue Springs
Posted on: 04/20/2021

Log In or Create An Account

Get the latest Kansas jobs by following @recnetKS on Twitter!

Kansas City RSS job feeds