VP, Regional Wealth Management Consultant

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – 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 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

🎯 Requirements

• 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

🏖️ 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 • Reasonable accommodation for qualified individuals under the ADA