VP, Regional Wealth Management Consultant -Wisconsin

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 candidates location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

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