Our Firm
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
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
- Develop the Personal Financial Solutions (PFS) RIA and Advisory program and offering
- 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.
- Work with PFS leadership, ACI Investment Management & Product to identify, enhance, launch and support platform model portfolios
- Improve RIA platform operational efficiencies, client on-boarding/transition process from Broker-Dealer to RIA
- Develop and improve Advisory team strategy coordinating and leveraging: Financial Consultants, Client Relationship Associates, Priority Service and Operational teams.
- Drive Sales & Service Enablement across PFS Client Development
- Leverage Next Best Action (NBA) platform to drive sales and service enablement programs
- Assist leadership in aligning and maintaining Financial Consultant territory and book strategies
- Develop and refine Contact Center outbound calling and inbound rep-driven opportunity programs
- Coordinate and align key business partners on campaigns and initiatives to improve service, retain clients and increase sales
- Improve sales and service efficiencies to enable managers/leaders to focus on day-to-day business and development of people
- Develop key performance indicators (KPIs) to track operational effectiveness and measure progress towards strategic goals.
- Increase Client Development leadership capacity to focus on people, business strategies and goal achievement
- Client Development channel business planning & support
- 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.
- 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.
- Influence strategic change across PFS by envisioning an ideal future state and driving the changes required to get there, enabling a nimbler organization
- Develop and mature planning processes, tools, and forums to ensure successful implementation of our strategy and effective use of resources
Requirements
- Proven leadership skills with strong ability to empower, delegate and achieve results both with and without having direct management authority
- Experience working in a client service environment within the asset management or financial industry
- Knowledge and experience applying FINRA, SEC, and State Securities rules and regulations to decisions and activities
- Adept interpersonal and influencing skills to optimally communicate and collaborate with multiple internal and external business partners (Compliance, Digital, IT, Legal, Marketing)
- Strong analytical skills
- Able to complete assignments independently, using a high level of judgment and initiative to resolve problems and develop recommendations
- Excellent organizational skills and able to balance multiple tasks at once
- Digital literacy including Microsoft Excel, Word, PPT
- 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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