VP, Regional Wealth Management Consultant - Northern California

American Century Investments • Remote California, CA

7d • Remote

About The Position

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering Northern California. 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 California. 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

• 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

Nice To Haves

• 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

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

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: Senior
• Education Level: Associate degree