Vice President Regional Wealth Management Consultant - Eastern Missouri and Southern Illinois

American Century Investments

Experience
Responsibilities
Industry
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OUR FIRM 

American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve their financial goals. Serving a broad client base including financial advisors, institutions and individual investors, we offer a wide range of investment strategies across a variety of investment disciplines. 

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. 

We are committed to providing institutional-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. 

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—or more than $1.5 billion since 2000—to the Stowers Institute for Medical Research, a 550-person, non-profit 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. 

Headquartered in Kansas City, MO, we also have offices located in New York; London; Hong Kong; Sydney; El Segundo, CA (Los Angeles area); and Mountain View, CA (Silicon Valley). 

For more information, please visit americancentury.com. 

The primary responsibility of the Vice President Regional Wealth Management Consultant is to build relationships with Independent and Wealth Management Advisors in Eastern Missouri and Southern Illinois. This role provides wholesaling support, demonstrate beneficial services, schedule on-site meetings, and respond to client requests. 

This role will be based in the territory. 

RESPONSIBILITIES 

  • You will build relationships and increase the assets of assigned Wealth Management clients. This will involve a dedicated call rotation, site visits, being consultative, providing valuable services and presenting to groups and individuals. Work closely with an Internal Wholesaler to implement your territory plan. 
  • You will utilize fund analysis software systems to strategically leverage our offerings in the client product. 
  • You will develop and implement marketing plans for assigned clients. Work closely with marketing and communications program managers on both the development and implementation of these plans. 
  • You will 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. 
  • You will participate in various regional and national conferences. 
  • You will maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients. 

REQUIREMENTS 

  • Bachelor's degree in a related field. 
  • Comfortable using mobile devices and point-of-sale technology while presenting to clients. 

PREFERRED 

  • Experience with wirehouses and independents strongly preferred. 
  • Ten years of financial industry experience preferred, with five to ten years sales experience. 
  • Series 6 and 63. Series 7 preferred. 
  • Proven interpersonal, investment analysis, written and verbal communication skills required. 
  • Working knowledge of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data. 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required. 

EOE Policy Statement: 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.

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Confirmed 20 hours ago. Posted 30+ days ago.

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