Note: The job is a remote job and is open to candidates in USA. American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. The Vice President, Regional Wealth Management Consultant will build relationships with assigned clients in Northern California, providing wholesaling support and developing marketing plans to enhance client engagement.
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
Skills
- 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
- Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses
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
- This position is eligible for cash incentive providing the potential to earn more
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