VP, Relationship Director – Investment Specialist

American Century Investments

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

Posted 9/21/2026full-timeRemote • California • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales strategies 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 thrive in a fast-paced environment while collaborating with internal teams to drive asset growth and competitive positioning.

Highest-signal resume keywords

5+ Years Experience Selling To Fee-Based RIAsConsultative Sales ApproachPortfolio Construction KnowledgeFINRA Series 7 And 63 LicensesGraduate Degree (MBA) Or CFA/CAIA Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ConstructionAsset AllocationRisk ManagementSales Strategy DevelopmentAnalytical Skills

Soft Skills

Collaborative MindsetProactive AttitudeIntellectual Curiosity

Tools & Technologies

ETF Platforms

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 63 LicenseCFACAIA

Industry Keywords

Fee-Based AdvisorsInvestment PhilosophyCapital MarketsConsultative SalesAsset Management

About the role

Key responsibilities & impact

Serve as the face of Avantis Investors to the external marketplace of Texas
Understand and represent Avantis Investors’ investment process and philosophy and American Century’s distinctive story
Grow assets under management, especially with fee-based RIAs
Collaborate with internal partners to identify and pursue sales opportunities
Develop and refine strategic distribution strategy
Cultivate relationships and build an active pipeline with fee-based advisors nationally
Influence creation of a consultative, solutions-based sales approach
Establish a consistent and systematic approach for identifying, prospecting and engaging potential partners
Partner with product development, marketing and investments to ensure competitive positioning across 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
Intellectual curiosity and strong analytical skills
Ability to thrive in a fast-paced, entrepreneurial environment with ambiguity and hands-on responsibilities
Collaborative, team-based sales culture with a proactive mindset
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
Ability to travel to client and industry events
Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable
Graduate degree (MBA) and/or 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
Reasonable accommodation for qualified individuals under the ADA