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American Century Investments · 2 weeks ago

VP, Regional Wealth Management Consultant

Maryland, United States

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $100K/yr

5+ years exp

American Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. The Vice President, Regional Wealth Management Consultant will build relationships with assigned clients in the Wealth Management territory, provide wholesaling support, and develop marketing plans to increase assets.

Financial Services

No H1B

Responsibilities

Build relationships and increase the assets of assigned Wealth Management clients. This will involve a proactive call rotation, site visits, being consultative, providing value-added services and presenting to groups and individuals. Work closely with an Internal Wholesaler to implement your territory plan. Apply fund analysis software systems to strategically demonstrate our offerings in the client product

Develop and implement marketing plans for assigned clients. Collaborate with marketing and communications program managers on both the development and implementation of these plans

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, access profitability, identify trends and make recommendations

Participate in various regional and national conferences

Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients

Qualification

Sales experienceSeries 7Series 63Investment analysisMicrosoft OfficeSalesforce CRMWritten communicationVerbal communicationInterpersonal skillsClient focusedCollaborativeAdaptable

Required

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