VP, Regional Wealth Management Consultant - Michigan

American Century Investments; Michigan; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package with bonus plan

Generous PTO

401(k) with 5% company match

Tuition reimbursement

Job summary

American Century Investments in Michigan is seeking a Vice President, Regional Wealth Management Consultant to build relationships with wealth management clients and provide wholesaling support. This remote role requires a strong sales background and a commitment to client service.

The ideal candidate has over five years of financial services sales experience, relevant certifications, and proficiency in tools like Salesforce CRM. Competitive compensation, generous PTO, and a robust benefits package are offered.

Qualifications

• Five+ years of sales experience in financial services.
• Series 7 and 63 certifications are required.
• Bachelor’s degree or equivalent in a related field.

Responsibilities

• Build relationships and increase assets for Wealth Management clients.
• Conduct consultations and present product offerings.
• Collaborate to implement territory plans.

Skills

Sales experience in financial services

Interpersonal skills

Investment analysis

Written and verbal communication skills

Understanding of Microsoft Office

Salesforce CRM software

Education

Bachelor’s degree or equivalent experience

Series 7, 63 certification

Tools

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Market Metrics data

Job description

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 Michigan. 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 Michigan. The position is not eligible for visa sponsorship; applicants must be authorized to work in the U.S. without sponsorship now or in the future.

How You Will Make an Impact

• Build relationships and increase the assets of assigned Wealth Management clients.
• Proactively conduct call rotations, site visits, engage consultatively, provide value‑added services, and present 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 development and implementation of these plans.
• Assist in the timely dissemination of sales information.
• Identify and build current lists of key influencers and producers.
• Maintain a 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.

What You Bring to the Team (Required)

• Five+ years of sales experience, ideally in financial services.
• Series 7, 63 certification.
• Bachelor’s degree or equivalent experience in a related field or an equivalent combination of education and work experience.
• Proven interpersonal, investment analysis, written and verbal communication skills.
• Solid understanding of Microsoft Office, Morningstar Principia, 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.

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, and live and online learning.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives 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‑[e-mail]. All requests for accommodation will be addressed as 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 any other basis protected by applicable federal, state and local laws.