American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, Virginia, Minnesota, United States, 55792
Employer Industry
Asset Management
Why consider this job opportunity
Competitive compensation package with bonus plan
Base salary for Maryland-based candidates is $100,000, with potential for additional cash incentives
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Opportunities for professional development through tuition reimbursement and mentorship programs
Remote position based out of the DC Metro Area
What to Expect (Job Responsibilities)
Build relationships and increase assets of assigned Wealth Management clients through proactive outreach and consultative support
Develop and implement marketing plans for assigned clients in collaboration with marketing and communications teams
Assist in the timely dissemination of sales information and maintain sales activity history
Participate in various regional and national conferences to enhance client engagement
Maintain current knowledge of the employer's investment management and industry developments
What is Required (Qualifications)
Five+ years of sales experience, ideally in financial services
Series 7 and 63 licenses
Bachelor's degree or equivalent experience in a related field
Proven interpersonal, investment analysis, and communication skills
Solid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software, and Market Metrics data
How to Stand Out (Preferred Qualifications)
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
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-Ljbffr
Why consider this job opportunity
Competitive compensation package with bonus plan
Base salary for Maryland-based candidates is $100,000, with potential for additional cash incentives
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Opportunities for professional development through tuition reimbursement and mentorship programs
Remote position based out of the DC Metro Area
What to Expect (Job Responsibilities)
Build relationships and increase assets of assigned Wealth Management clients through proactive outreach and consultative support
Develop and implement marketing plans for assigned clients in collaboration with marketing and communications teams
Assist in the timely dissemination of sales information and maintain sales activity history
Participate in various regional and national conferences to enhance client engagement
Maintain current knowledge of the employer's investment management and industry developments
What is Required (Qualifications)
Five+ years of sales experience, ideally in financial services
Series 7 and 63 licenses
Bachelor's degree or equivalent experience in a related field
Proven interpersonal, investment analysis, and communication skills
Solid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software, and Market Metrics data
How to Stand Out (Preferred Qualifications)
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
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-Ljbffr