Our Firm
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:
The Director Client Development plays a key role in the design and execution of the Personal Financial Solutions (PFS) division’s Private Client Group RIA platform and related advisory capabilities client offering. In addition, this role helps to align PFS Client Development channel to drive sales and service enablement across our Contact Centers (Core Investors/Business Retirement Solutions/Priority Investors/Learning Quest 529), Sales, Client Relationship Associates and Financial Consultants. You will collaborate with senior leadership and key business partners to ensure alignment and pull through of strategic initiatives through the client facing associates in the Client Development channel. Finding opportunities to improve platforms, capabilities and processes to improve efficiencies and drive productivity of client facing associates is paramount. You will act as liaison to internal business partners to further educate and grow the business.
Responsibilities
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Develop the Personal Financial Solutions (PFS) RIA and Advisory program and offering
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Develop strategies to identify, select, onboard and leverage outsourced RIA third-party capabilities. Provide due diligence over existing/new third-partner vendors and partners to integrate, utilize and adopt into financial planning process.
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Work with PFS leadership, ACI Investment Management & Product to identify, enhance, launch and support platform model portfolios
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Improve RIA platform operational efficiencies, client on-boarding/transition process from Broker-Dealer to RIA
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Develop and improve Advisory team strategy coordinating and leveraging: Financial Consultants, Client Relationship Associates, Priority Service and Operational teams.
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Drive Sales & Service Enablement across PFS Client Development
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Leverage Next Best Action (NBA) platform to drive sales and service enablement programs
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Assist leadership in aligning and maintaining Financial Consultant territory and book strategies
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Develop and refine Contact Center outbound calling and inbound rep-driven opportunity programs
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Coordinate and align key business partners on campaigns and initiatives to improve service, retain clients and increase sales
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Improve sales and service efficiencies to enable managers/leaders to focus on day-to-day business and development of people
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Develop key performance indicators (KPIs) to track operational effectiveness and measure progress towards strategic goals.
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Increase Client Development leadership capacity to focus on people, business strategies and goal achievement
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Client Development channel business planning & support
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Partner with Client Development Vice President and leadership to refine program vision, strategy, goals and priorities for strategic roadmap development. Develop and execute strategic growth plans, including new business initiatives and client acquisition strategies.
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Leverage business partners (ex. Service & Operations, Workforce Planning, Business Transformation, Data Science, Marketing, Product, Finance, Risk & Compliance, Business Development) to ensure strategic alignment and execution of strategic initiatives impacting Client Development.
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Influence strategic change across PFS by envisioning an ideal future state and driving the changes required to get there, enabling a nimbler organization
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Develop and mature planning processes, tools, and forums to ensure successful implementation of our strategy and effective use of resources
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Requirements
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Proven leadership skills with strong ability to empower, delegate and achieve results both with and without having direct management authority
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Experience working in a client service environment within the asset management or financial industry
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Knowledge and experience applying FINRA, SEC, and State Securities rules and regulations to decisions and activities
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Adept interpersonal and influencing skills to optimally communicate and collaborate with multiple internal and external business partners (Compliance, Digital, IT, Legal, Marketing)
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Strong analytical skills
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Able to complete assignments independently, using a high level of judgment and initiative to resolve problems and develop recommendations
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Excellent organizational skills and able to balance multiple tasks at once
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Digital literacy including Microsoft Excel, Word, PPT
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Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
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.
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.
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American Century Proprietary Holdings, Inc. All rights reserved.
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What We Do
American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.
Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.
When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.
Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.
