VP-level Regional Wealth Strategy Consultant

American Equity Investment Life Holding; Phoenix (site) (AK); On-site; USD 120,000 - 180,000; Full time

Job summary

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to deliver wholesale support, build client relationships in the Wealth Management territory, and drive growth across Houston and the Woodlands.

You will work with an Internal Wholesaler, analyze investment data, and develop marketing plans while representing the firm at regional events. A bachelor’s degree and 10 years of financial experience with Series 7 and 63 licenses are preferred.

Qualifications

• Experience with wirehouses strongly preferred.
• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Ten years of financial industry experience preferred, with five to ten years of sales experience.
• Series7 and 63 licenses.
• Proven interpersonal, investment analysis, written, and verbal communication skills.
• Solid understanding of Microsoft Office, Morningstar Principia and Zephyr Style Advisor, MS Outlook, Salesforce CRM software, and Market Metrics data.
• Exhibits American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, adherence to the highest ethical standards and business practices, and support for a culture of compliance.

Responsibilities

• Build relationships with assigned Wealth Management clients, proactively rotating calls, visiting sites, being consultative, and presenting to groups and individuals.
• Work closely with an Internal Wholesaler to implement your territory plan.
• Apply fund analysis software systems to strategically leverage American Century offerings in client products.
• Develop and implement marketing plans for assigned clients, collaborating with marketing and communications program managers on development and implementation.
• 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, assess 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

Interpersonal skills

Investment analysis

Verbal communication

Written communication

Education

Bachelor's degree

Tools

MS Office

Morningstar Principia

Zephyr Style Advisor

Salesforce CRM

MS Outlook

Market Metrics

Job description

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to deliver wholesale support, build client relationships in the Wealth Management territory, and drive growth across Houston and the Woodlands.

You will work with an Internal Wholesaler, analyze investment data, and develop marketing plans while representing the firm at regional events. A bachelor’s degree and 10 years of financial experience with Series 7 and 63 licenses are preferred.