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American Century Investments · 3 days ago

Regional Wealth Management Specialist

Los Angeles, CA

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $70K/yr

2+ years exp

American Century Investments is a leading global asset manager with over 65 years of experience. The Regional Wealth Management Specialist will focus on driving sales through building relationships with financial advisors and managing existing client relationships to enhance sales of investment products.

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

Financial industry experienceConsultative sales approachSeries 763 certificationMicrosoft OfficeSalesforce CRMInvestment analysisData-driven prospectingTerritory managementOperational excellenceContinuous developmentInterpersonal skillsWritten communicationVerbal communication

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

Two to three years financial industry experience preferred

Demonstrated knowledge of the financial intermediary marketplace

Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven