VP, Regional Wealth Management Consultant - Virginia, United States - American Century Investments
Description
VP, Regional Wealth Management Consultant page is loadedVP, Regional Wealth Management Consultant
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locations
Virginia, Remote
District of Columbia, Remote
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
R
Our Firm
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives.
Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providinginstitutional-quality,
actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day.
Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments.
Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.
For more information, please visitThe primary responsibility of the
Vice President, Regional Wealth Management Consultant
is to build relationships with assigned clients in our Wealth Management territory covering Virginia and the District of Columbia. Specifically, provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.
Required Skills
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.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
Required Experience
Experience with wirehouses strongly preferred
Bachelor's degree in a related field or an equivalent combination of education and work experience
Ten years financial industry experience preferred, with five to ten years sales experience
Series 7, 6 and 63
Proven interpersonal, 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
Exhibits the
American Century Investments Winning Behaviors:
Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance
Exhibits the
American Century Investments Winning Behaviors:
Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:
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.
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.
ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Remote2019 American Century Proprietary Holdings, Inc. All rights reserved.
A merican 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.
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