American Century Investments · 2 months ago
Regional Wealth Management Specialist
Los Angeles, California
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expAmerican Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. The Regional Wealth Management Specialist is responsible for partnering with external wholesalers to generate sales and build relationships with financial advisors, utilizing a consultative sales approach and providing financial insights and product information.
Financial Services
No H1B
Responsibilities
Drive Revenue Growth: By proactively reaching out via email and outbound calls to complement external sales efforts and generate new opportunities
Consultative Sales Approach: Use a consultative client first approach, delivering solutions, not products, to meet needs and get results
Entrepreneurial Mindset: Have a self-starter business-owner mentality to showcase and differentiate our products, to grow our client base and enhance our wallet share
Client Engagement: Establish and build strong relationships with financial advisors and licensed professionals through tailored content to communicate effectively, utilizing leadership pieces, practice management resources, and market insights to strengthen client connections
Portfolio Consulting: Utilize analytical tools to recommend products and strategies that optimize client portfolios
Data-Driven Prospecting: Leverage data to identify and prioritize prospects, monitor progress toward sales objectives, and refine outreach efforts
Territory Management: Execute daily activities guided by firm ranking systems and service models to address complex territory needs effectively
Operational Excellence: Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system
Continuous Development: Participate in a robust training program focused on business strategy, consulting, leadership, investment communication, technical skills, and product knowledge
Travel: Attend client meetings, events, and industry conferences within the assigned territory as needed
Qualification
Required
Bachelor's degree in a related field or an equivalent combination of education and work experience
Completion of Series 7 and 63 required within 3 months of employment date
Demonstrated interpersonal, investment analysis, written and verbal communication skills required
Demonstrated knowledge of the financial intermediary marketplace
Two to three years financial industry experience preferred. Sales experience preferred
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Preferred
Knowledge of American Century procedural and operational policies preferred
Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software 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
Company
American Century Investments
American Century Investments an asset management company focused on delivering investment results.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Patricia Ribeiro
CIO
Recent News
PR Newswire
2025-12-10
The European Financial Review
2025-11-11
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