VP, Regional Wealth Management Consultant

🔥 il y a 9 heures

🧀 Wisconsin – Distant

🧀 Wisconsin – 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 demonstrate value-added services • Schedule on-site meetings and respond to client requests • Conduct proactive call rotations and site visits • Present to groups and individuals • Work closely with an Internal Wholesaler to implement the territory plan • Apply fund analysis software systems to demonstrate offerings in the client product • Develop and implement marketing plans for assigned clients • Collaborate with marketing and communications program managers • Disseminate sales information in a timely manner • Identify and build current lists of key influencers and producers • Maintain sales activity and call data history • Analyze sales data, provide reports, assess profitability, identify trends, and make recommendations • Participate in regional and national conferences • Maintain current knowledge of American Century's investment management, industry events, and client-related developments

🎯 Exigences

• Five+ years of sales experience, ideally in financial services • Series 7 and Series 63 • Bachelor's degree or equivalent experience in a related field, or equivalent combination of education and work experience • Proven interpersonal, investment analysis, written communication, and verbal communication skills • Solid understanding of Microsoft Office • Experience with Morningstar Principia and Zephyr StyleAdvisor • Proficiency with MS Outlook, Salesforce CRM software, and Market Metrics data • Client-focused, courageous and accountable, collaborative, curious and adaptable, and competitively driven • Preferred: ten years of financial industry experience, ideally within asset management • Preferred: experience with RIAs, independent and regional broker dealers, and wire houses • Must be authorized to work in the U.S. without visa sponsorship, now or in the future

🏖️ 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 • Reasonable accommodation for qualified individuals under the ADA