VP, Regional Wealth Management Consultant

🕒 il y a 2 mois

🚗 Michigan – Distant

🚗 Michigan – Remote

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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American Century Investments

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1958

🏥 Santé

💼 Conseil

📣 Marketing

Healthcare • Consulting • Marketing

American Century Investments® est un gestionnaire d'actifs de premier plan, se concentrant sur la fourniture de résultats d'investissement et l'établissement de relations clients à long terme tout en soutenant la recherche pouvant améliorer la santé et sauver des vies. C'est ainsi que nous aidons nos clients à prospérer avec un objectif.

Description

• Build relationships and increase the assets of assigned Wealth Management clients • Provide wholesaling support and value-added services • Schedule on-site meetings and respond to client requests • Work closely with an Internal Wholesaler to implement territory plan • Apply fund analysis software systems • Develop and implement marketing plans for assigned clients • Collaborate with marketing and communications program managers • Assist in timely dissemination of sales information • Identify and build current lists of key influencers and producers • Maintain history of sales activity and call data • Analyze sales data to provide reports and recommend improvements • Participate in regional and national conferences • Maintain current knowledge of investment management and industry events

🎯 Exigences

• Five+ years of sales experience, ideally in financial services • Series 7, 63 • Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience • Proven interpersonal skills, investment analysis, written and verbal communication skills required • Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data • Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven • Ten years of financial industry experience, ideally within asset management (Preferred) • Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses (Preferred)

🏖️ Avantages

• 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