Joe Schultz, CFA, is senior vice president and chief client officer overseeing all client-related business for American Century Investments.
Mr. Schultz is responsible for building and leading the money manager’s global business development across its Personal Financial Solutions, Intermediary and Institutional channels. In addition to overseeing client relationship teams based in the U.S., London, Hong Kong, Sydney and Frankfurt, Germany, all marketing functions report up to Mr. Schultz. He is also a member of American Century Investments’ Management Committee, the firm’s senior leadership group.
Most recently, Mr. Schultz became an executive co-sponsor of American Century’s Accelerate business resource group. Accelerate is focused on accelerating change to engage, inspire and develop the women of American Century Investments, and ultimately to help drive total business performance and establish a strong reputation as a company where women want to work and thrive.
He joined American Century Investments in 2013 as head of Intermediary Sales and in 2017, he became head of its Global Institutional Business. In these roles, he was responsible for the firm’s distribution relationships and business development.
Previously, Mr. Schultz was managing director at Goldman Sachs Asset Management. His various roles included head of U.S. Broker Dealer Sales and head of Global Strategic Relationship Management, with responsibility for managing distribution relationships with the firm’s largest clients around the world. Prior to Goldman Sachs, he was senior vice president and director of Sales and Distribution for Prudential Financial. He joined Prudential from PaineWebber, Inc. He has worked in the financial industry since 1994.
Mr. Schultz graduated from Fordham University with a bachelor’s degree in finance and economics. He is a CFA charter holder. He is a member of AIMR-N.Y. Society of Security Analysts, the Investment Company Institute Distribution and Marketing Committee, a board member of the Insured Retirement Institute and a former chairman and board member of the Money Management Institute.