Remote Regional Wealth Consultant - Wisconsin

American Century Investments; Wisconsin; Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation package with:

Generous PTO and benefits

401k with 5% company match

Tuition reimbursement and mentorship

Job summary

American Century Investments in Wisconsin seeks a Vice President, Regional Wealth Management Consultant to build relationships with Wealth Management clients, provide wholesale support, and schedule on-site meetings. This remote position will be based out of Wisconsin and not eligible for visa sponsorship. Applicants must be authorized to work in the U.S.

without visa sponsorship. You will collaborate with an Internal Wholesaler to implement territory plans, apply fund analysis software, and

Qualifications

• 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.

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

Sales experience

Interpersonal skills

Written and verbal communication

Client relationships

Investment analysis

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Salesforce CRM

Market Metrics data

Job description

American Century Investments in Wisconsin seeks a Vice President, Regional Wealth Management Consultant to build relationships with Wealth Management clients, provide wholesale support, and schedule on-site meetings. This remote position will be based out of Wisconsin and not eligible for visa sponsorship. Applicants must be authorized to work in the U.S.

without visa sponsorship. You will collaborate with an Internal Wholesaler to implement territory plans, apply fund analysis software, and