VP, Regional Wealth Management Consultant

🕒 May 20

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

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American Century Investments

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1958

🏥 Healthcare

💼 Consulting

📣 Marketing

Healthcare • Consulting • Marketing

American Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. Established in 1958, the firm is dedicated to helping clients Prosper With Purpose™, allowing investors to impact the lives of millions through its relationship with the Stowers Institute for Medical Research. The company's specialties include Asset Management, Investment Management, Portfolio Management, and Mutual Funds.

📋 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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