Regional Wealth Management Specialist

American Century Investments • Los Angeles, LA

4d • $60,000 - $70,000 • Hybrid

About The Position

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 over 40% of our profits every year—more than $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 Intermediary Sales desk partners to drive sales within the following sales teams: National Accounts, Financial Advisor, Broker/Dealer and Defined Contribution/Investment Only. The financial advisor internal wholesaler is focused on building relationships with wire house and independent advisors. The primary responsibility of the Internal Wholesaler –Financial Advisor is to partner with external wholesaler(s) in a geographical sales territory to generate sales for American Century Investments. This individual is responsible for partnering with their external wholesaler(s) to develop new relationships with financial advisors and manage existing relationships to increase sales of American Century Investments’ products. This is accomplished by providing financial insight, product information and value-added sales tools using a consultative sales process. This role provides wholesaling support, primarily by phone, and responds to client requests as needed. Limited travel to the territory is expected. This may involve specific territory management of remote areas and/or responsibilities in support of the department’s sales efforts. This hybrid position will be based out of our Los Angeles, CA office. 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.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Two to three years financial industry experience preferred.
• Sales experience preferred.
• Demonstrated knowledge of the financial intermediary marketplace.
• Knowledge of American Century procedural and operational policies preferred.
• Completion of Series 7 and 63 required within 3 months of employment date.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Responsibilities

• Drive Revenue Growth: By proactively reaching out via email and outbound calls to complement external sales efforts and generate new opportunities.
• Consultative Sales Approach : Use a consultative client first approach, delivering solutions, not products, to meet needs and get results.
• Entrepreneurial Mindset: Have a self-starter business-owner mentality to showcase and differentiate our products, to grow our client base and enhance our wallet share.
• Client Engagement: Establish and build strong relationships with financial advisors and licensed professionals through tailored content to communicate effectively, utilizing leadership pieces, practice management resources, and market insights to strengthen client connections.
• Portfolio Consulting: Utilize analytical tools to recommend products and strategies that optimize client portfolios.
• Data-Driven Prospecting: Leverage data to identify and prioritize prospects, monitor progress toward sales objectives, and refine outreach efforts.
• Territory Management: Execute daily activities guided by firm ranking systems and service models to address complex territory needs effectively.
• Operational Excellence: Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system.
• Continuous Development: Participate in a robust training program focused on business strategy, consulting, leadership, investment communication, technical skills, and product knowledge.
• Travel: Attend client meetings, events, and industry conferences within the assigned territory as needed.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees