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

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. It’s how we help our clients Prosper With Purpose™.

📋 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