Brian J. Schappert serves as the Senior Vice President and Co-Head of U.S. Intermediary Distribution at American Century Investments, where he plays a pivotal role in shaping the firm’s sales strategy and business development initiatives. With a robust background in capital markets and wealth management,...
Brian J. Schappert serves as the Senior Vice President and Co-Head of U.S. Intermediary Distribution at American Century Investments, where he plays a pivotal role in shaping the firm’s sales strategy and business development initiatives. With a robust background in capital markets and wealth management, Brian is adept at navigating the complexities of the financial services landscape. His responsibilities encompass overseeing the Retail Wealth Management and Defined Contribution Investment Only (DCIO) sales teams, as well as managing strategic relationships across various platforms, including Retail Broker-Dealer, Private Wealth, and Retirement Recordkeeping.
Under Brian's leadership, the U.S. Intermediary business has seen significant growth, driven by innovative sales strategies and a keen focus on customer relations. He is instrumental in identifying and capitalizing on opportunities within the insurance and sub-advised markets, as well as enhancing the firm’s 529 sales initiatives. His expertise in sales management and territory management allows him to effectively guide his teams in achieving their objectives while fostering a culture of collaboration and excellence.
Brian’s proficiency in competitive analysis and sales operations further strengthens American Century Investments’ position in the marketplace. His ability to leverage data-driven insights and present compelling narratives has proven invaluable in engaging clients and stakeholders alike. As a member of the firm’s leadership team, Brian is committed to driving sustainable growth and delivering exceptional value to clients, making him a key figure in the ongoing evolution of the investment management industry.
