VP, Regional Wealth Management 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

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. But there’s an unexpected side to us, too. We direct 40% of our dividends every year—over $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 like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. 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 Wisconsin area. 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 Wisconsin. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

• 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.

What You Bring to the Team (Required)

• 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.

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.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• Competitive compensation package with bonus plan.


• Generous PTO and competitive benefits.


• 401k with 5% company match plus annual performance-based discretionary contribution.


• Tuition reimbursement, formal mentorship program, live and online learning.

For Maryland based candidates, the base salary for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training.

This position is eligible for cash incentive providing the 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.

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 [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.

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American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we manage money and make an impact.

Want Information about our Benefits? At American Century Investments, we believe in taking care of our people—because when you thrive, so do we. Learn more about our benefits and perks here.

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