VP, Regional Wealth Management Consultant
Apply NowLocation:
Texas, TX, US
Company:
American Century Investments is a leading global asset manager focused on helping clients achieve their financial goals with a commitment to medical research funding.
Summary:
The Vice President of Regional Wealth Management Consultant will build relationships with clients and provide wholesaling support. Applicants must have a Bachelor's degree, industry experience, and necessary licenses.
Requirements:
Credentials: Bachelor's degree in a related field or an equivalent combination of education and work experience., FINRA Series 7 and 63 licenses required.
Experience: Ten years financial industry experience preferred, with five to ten years sales experience.
Job Description:
The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering Houston and the Woodlands. Specifically, provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.
This remote position will be based out of Texas.
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
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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 leverage our offerings in the client product.
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Develop and implement marketing plans for assigned clients. Collaborate with marketing and communications program managers on both the development and implementation of these plans.
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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.
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Participate in various regional and national conferences.
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Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients.
What You Bring to the Team (Required)
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Ten years financial industry experience preferred, with five to ten years sales experience.
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Proven interpersonal, investment analysis, written and verbal communication skills.
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Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data.
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Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Additional Assets (Preferred)
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Experience with wirehouses strongly preferred.
What We Offer
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Competitive compensation package with bonus plan.
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Generous PTO and competitive benefits.
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401k with 5% company match plus annual performance-based discretionary contribution.
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Tuition reimbursement, formal mentorship program, live and online learning.
