Client Portfolio Manager

Role Summary:

The primary responsibility of the Client Portfolio Manager is to provide investment product expertise to multiple constituents across the entire firm. This role is responsible for representing American Century Investments investment management professionals in meetings conference calls and seminars with clients consultants and prospects. This individual will work extensively and directly with American Centurys equity strategies.

How You Will Make an Impact

• Demonstrate an in-depth understanding of American Centurys equity products philosophy and process. Communicate investment strategy explain performance and provide market perspective

• Deliver credible and persuasive presentations to clients/prospects in one-on-one committee group and large audience settings. Serve as primary technical product expert for the Intermediary International and Institutional sales and service teams including new business presentations site visits product selections investment reviews product launches and conference calls

• Travel as necessary to visit clients prospects and consultants inside and outside of the U.S. Travel is required and demand will ebb and flow with business demands and market environment

• Conduct periodic investment training for sales and marketing professionals in various sales channels

• Position specific investment products against competition

• Create/maintain institutional caliber presentation books to be used by both marketing and investment professionals. Lead all aspects of the design content and updates of all investment marketing presentations and materials for the discipline

• Create and/or maintain a detailed written account of the investment process philosophy and portfolio construction methodologies

• Communicate regularly with the portfolio teams on the needs of institutional and intermediary clients and prospects regarding investment policy strategy process risk considerations portfolio characteristics and results

• Collaborate with investment teams to understand American Centurys investment offerings to maintain and advance American Centurys competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process

• Serve as resource for RFPs pertaining to the investment discipline and the positioning of investment products in the marketplace

• Develop tools to help portfolio teams communicate and present consistent investment messages

• Oversee the preparation of materials for meetings and coach portfolio managers in their presentations to institutional and intermediary clients

• Conduct specific ad hoc project-oriented duties related to building the investment management department
  

What You Bring to the Team (Required):

• Minimum of five years experience in the investment consulting or money management industries

• Bachelors degree in marketing or finance or an equivalent combination of education and demonstrated experience in sales or marketing business

• Excellent verbal presentation written and interpersonal communications skills who drives internal and external content through print and video

• Business leader mindset with the adaptability to manage a dynamic coverage model

• Fully versed in primary disciplines capabilities solutions and ESG integration with investment acumen that marries bottom-up positioning with top-down opinions

• Audience skillset expected to be multi-channel but required to be globally fluent and institutional quality

• Proactive and productive relationship with all business partners especially distribution and product management

• Embrace new and existing technology to become more efficient and self-sufficient

• 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 Qualifications (Preferred)

• Master of Business Administration degree

• Chartered Financial Analyst and/or CAIA designation
  

The above statements are not intended to be a complete list of all responsibilities duties and skills required.

What We Offer

• 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

Learn more about our benefits and perks.

For New York based candidates the base salary for this role is $190000. Actual offers are based on various factors including but not limited to a candidates location skills experience and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process please send a request to All requests for accommodation will be addressed as confidentially as practicable.

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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