Internal Wholesaler
American Century Investments(4 months ago)
About this role
An ICSG Avantis Specialist at American Century Investments focuses on supporting Avantis ETF and mutual fund adoption within the wealth management and retirement intermediary marketplace. The role is part of the ICSG team and works closely with Avantis Relationship Directors across a geographic territory to represent Avantis solutions internally and externally. It sits within a firm committed to long-term investment management and charitable support through the Stowers Institute.
Required Skills
- Relationship Management
- Internal Sales
- Territory Management
- Product Knowledge
- Salesforce
- Pipeline Management
- Client Communication
- Investment Analysis
- Morningstar Direct
- Microsoft Office
Qualifications
- Bachelor's Degree
- Series 7 License
About American Century Investments
americancentury.comLearn how you can plan, invest and manage your investments for all of your financial goals with American Century Investments.
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