American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, Baltimore, Maryland, United States
VP, Regional Wealth Management Consultant
About Us
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. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life‑threatening diseases such as cancer and Alzheimer’s. 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 of 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. The position is not eligible for visa sponsorship; applicants must be authorized to work in the U.S. without visa sponsorship.
How You Will Make an Impact
Build relationships and increase the assets of assigned Wealth Management clients. This involves a proactive call rotation, site visits, consultative engagement, value‑added services, and presentations to groups and individuals. Work closely with an internal wholesaler to implement your territory plan and use fund‑analysis software to strategically demonstrate our offerings.
Develop and implement marketing plans for assigned clients, collaborating with marketing and communications program managers.
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, and analyze sales data to provide reports 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 and 63 licenses.
Bachelor’s degree or equivalent experience in a related field.
Proven interpersonal skills, investment analysis, and strong written and verbal communication.
Solid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM, and Market Metrics data.
Demonstrates 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.
What We Offer
Competitive compensation package with bonus plan.
Generous PTO and competitive benefits.
401(k) with 5% company match plus annual performance‑based discretionary contribution.
Tuition reimbursement, formal mentorship program, live and online learning.
Cash incentive providing 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. We strive 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 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 other bases protected by applicable 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.
#J-18808-Ljbffr
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. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life‑threatening diseases such as cancer and Alzheimer’s. 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 of 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. The position is not eligible for visa sponsorship; applicants must be authorized to work in the U.S. without visa sponsorship.
How You Will Make an Impact
Build relationships and increase the assets of assigned Wealth Management clients. This involves a proactive call rotation, site visits, consultative engagement, value‑added services, and presentations to groups and individuals. Work closely with an internal wholesaler to implement your territory plan and use fund‑analysis software to strategically demonstrate our offerings.
Develop and implement marketing plans for assigned clients, collaborating with marketing and communications program managers.
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, and analyze sales data to provide reports 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 and 63 licenses.
Bachelor’s degree or equivalent experience in a related field.
Proven interpersonal skills, investment analysis, and strong written and verbal communication.
Solid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM, and Market Metrics data.
Demonstrates 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.
What We Offer
Competitive compensation package with bonus plan.
Generous PTO and competitive benefits.
401(k) with 5% company match plus annual performance‑based discretionary contribution.
Tuition reimbursement, formal mentorship program, live and online learning.
Cash incentive providing 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. We strive 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 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 other bases protected by applicable 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.
#J-18808-Ljbffr