American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, Baltimore, Maryland, United States
Employer Industry: Asset Management
Why consider this job opportunity
Competitive compensation package with bonus plan
Generous PTO and comprehensive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement and access to formal mentorship programs
Opportunity for career advancement and growth within the organization
Flexible remote work opportunity based out of the DC Metro Area
What to Expect (Job Responsibilities)
Build relationships and increase assets for assigned Wealth Management clients through proactive outreach and consultative support
Develop and implement marketing plans in collaboration with marketing and communications program managers
Assist in timely dissemination of sales information and maintain sales activity history
Analyze sales data to identify trends and provide actionable recommendations
Participate in various regional and national conferences to enhance client engagement
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, 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
#AssetManagement #WealthManagement #SalesOpportunity #RemoteWork #CareerGrowth #FinancialServices
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.
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Why consider this job opportunity
Competitive compensation package with bonus plan
Generous PTO and comprehensive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement and access to formal mentorship programs
Opportunity for career advancement and growth within the organization
Flexible remote work opportunity based out of the DC Metro Area
What to Expect (Job Responsibilities)
Build relationships and increase assets for assigned Wealth Management clients through proactive outreach and consultative support
Develop and implement marketing plans in collaboration with marketing and communications program managers
Assist in timely dissemination of sales information and maintain sales activity history
Analyze sales data to identify trends and provide actionable recommendations
Participate in various regional and national conferences to enhance client engagement
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, 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
#AssetManagement #WealthManagement #SalesOpportunity #RemoteWork #CareerGrowth #FinancialServices
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