VP, Relationship Director – Investment Specialist

American Century Investments

. Serve as the face of Avantis Investors to the external marketplace of Ohio .

Posted 10/6/2026full-timeRemote • Ohio • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and relationship management with fee-based Registered Investment Advisors (RIAs), leveraging strong analytical skills and a deep understanding of portfolio construction and capital markets. Proven ability to develop strategic distribution strategies and collaborate effectively with internal teams to drive results.

Highest-signal resume keywords

5+ Years Experience Selling To Fee-Based RIAsPortfolio Construction And Asset Allocation ExpertiseFINRA Series 7 And 63 LicensesConsultative Sales ApproachKnowledge Of ETF Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionAsset AllocationRisk ManagementSales Strategy DevelopmentCapital Markets Understanding

Soft Skills

Intellectual CuriosityAnalytical SkillsCollaborative MindsetProactive InitiativeDecision-Making

Tools & Technologies

ETF Platforms

Certifications & Qualifications

FINRA Series 7FINRA Series 63CFACAIA

Industry Keywords

Fee-Based AdvisorsInvestment PhilosophyConsultative SalesStrategic DistributionPrivate Ownership Structure

About the role

Key responsibilities & impact

Serve as the face of Avantis Investors to the external marketplace of Ohio
Understand and represent Avantis Investors’ investment process and philosophy and American Century’s mission-driven purpose, private ownership structure, and investment capabilities
Grow assets under management, especially with fee-based RIAs
Collaborate with internal partners to identify and pursue sales opportunities
Contribute to the development and refinement of a strategic distribution strategy
Cultivate relationships and build an active pipeline with fee-based advisors nationally
Influence the creation of a consultative, solutions-based sales approach
Develop a consistent and systematic approach for identifying, prospecting, and engaging potential partners
Partner with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities

Requirements

What you’ll need

A minimum of 5 years’ experience selling to sophisticated, fee-based RIA’s, with direct experience and relationships with RIA’s
Ability to have sophisticated conversations with clients pertaining to portfolio construction, asset allocation and risk management
Broad-based understanding of general portfolio behavior and capital markets
Ability to represent Avantis Investors’ differentiated investment philosophy and process in a highly consultative and compelling manner
Demonstrates intellectual curiosity, strong analytical skills, and the ability to thrive in a fast-paced, entrepreneurial environment with ambiguity and hands-on responsibilities
Embraces a collaborative, team-based sales culture with a proactive mindset, taking initiative, making principled decisions, and driving results through partnership and accountability
Bachelor’s degree
FINRA Series 7 and 63 licenses, or equivalent as required by state, or ability to attain licenses in a short-term frame
Travel to client and industry events is required
Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable
Graduate degree (MBA) and/or a related professional designation (CFA, CAIA) is preferred

Benefits

Comp & perks

Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement
Formal mentorship program
Live and online learning