American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, Richmond, Virginia, United States, 23214
Overview
VP, Regional Wealth Management Consultant Join to apply for the
VP, Regional Wealth Management Consultant
role at
American Century Investments . American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. If you’re excited to learn more about us, we can’t wait to learn more about you. Role Summary
The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the DC Metro area, including all of Virginia and part Maryland. Specifically, you will provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests. This remote position will be based out of the DC Metro Area. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
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.
What You Bring To The Team (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.
Additional Assets (Preferred)
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
The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.
What We Offer
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
Learn more about our benefits and perks.
For Maryland based candidates, the base salary for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
American Century Proprietary Holdings, Inc. All rights reserved.
Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at American Century Investments by 2x
Get notified about new Vice President of Wealth Management jobs in
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VP, Regional Wealth Management Consultant Join to apply for the
VP, Regional Wealth Management Consultant
role at
American Century Investments . American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. If you’re excited to learn more about us, we can’t wait to learn more about you. Role Summary
The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the DC Metro area, including all of Virginia and part Maryland. Specifically, you will provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests. This remote position will be based out of the DC Metro Area. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
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.
What You Bring To The Team (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.
Additional Assets (Preferred)
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
The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.
What We Offer
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
Learn more about our benefits and perks.
For Maryland based candidates, the base salary for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
American Century Proprietary Holdings, Inc. All rights reserved.
Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at American Century Investments by 2x
Get notified about new Vice President of Wealth Management jobs in
Greater Richmond Region .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr