Jobs › Companies › American Century Investments › VP, Regional Wealth Management Consultant -Wisconsin

Über diese VP, Regional Wealth Management Consultant -Wisconsin Stelle bei American Century Investments

American Century Investments · Remote · Wisconsin, Remote

About Us

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 40% of our dividends every year—over $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 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

Learn more about our benefits and perks.
 

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

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [email protected]. All requests for accommodation will be addressed as confidentially as practicable.

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-Remote

American Century Proprietary Holdings, Inc. All rights reserved.

Bereit, sich bei American Century Investments zu bewerben?
Bei American Century Investments bewerben

Wie sich dieses Gehalt für Management Consultant vergleicht

Diese Stelle zahlt $100,000/yr — unter der üblichen Spanne für Management Consultant Stellen.

$85,581 dem Median $129,000 $170,825

Übliche Spanne $100,926–$148,986/yr, aus 266 vergleichbaren Management Consultant Anzeigen auf JobsRadar (Vergütung auf USD hochgerechnet). Gehaltseinblicke für Management Consultant ansehen →

Über American Century Investments

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. It's how we manage money and make an impact. Want Information about our Benefits? At American Century Investments, we believe in taking care of our people—because when you thrive, so do we. Learn more about our benefits and perks here.

Alle Jobs bei American Century Investments ansehen →

Ähnliche Jobs

Hightouch
AI Strategy Consultant
Hightouch
⚡ Früh bewerben Remote (EMEA) · standortgebunden
● Neu 👁 Gesehen ✓ Beworben vor 5 Std.
CC
SAP Functional Consultant - Materials Management
CSCI Consulting
⚡ Früh bewerben Remote · standortgebunden
● Neu 👁 Gesehen ✓ Beworben vor 8 Std.
Celonis
Lead/Principal Management & Technology Consultant - Manufacturing/Production
Celonis
⚡ Früh bewerben Munich, Germany Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 11 Std.
Celonis
Senior Management & Technology Consultant - Manufacturing/Production
Celonis
⚡ Früh bewerben Munich, Germany Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 11 Std.
Celonis
Senior Management & Technology Consultant - CPG/Retail
Celonis
⚡ Früh bewerben Munich, Germany Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 11 Std.
Deployteq
CRM Consultant
Deployteq
⚡ Früh bewerben Huis ter Heide, Utrecht, Nethe... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 11 Std.
Addepar
Solutions Consultant - Alternatives Data Management (ADM)
Addepar
⚡ Früh bewerben Edinburgh, UK Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 12 Std.
GEA
SAP Logistik Consultant (m/w/d) mit Schwerpunkt Transportation Management
GEA
⚡ Früh bewerben Oelde Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 13 Std.
ERM
Managing Consultant, Renewable Energy, Project Management, Senior Biologist or Scientist
ERM
⚡ Früh bewerben Portland, Oregon Vor Ort $92,500–$124,300
● Neu 👁 Gesehen ✓ Beworben vor 13 Std.

Registrieren für Vorschläge, die auf die von Ihnen geöffneten Jobs und gespeicherten Suchen zugeschnitten sind.

Mehr Jobs bei American Century Investments

Alle Jobs bei American Century Investments ansehen →

Jetzt bewerben
🤖

Moment — langsam

JobsRadar wurde für echte Menschen gebaut, die eine schwere Zeit bei der Jobsuche haben — nicht für automatisierte Anfragen. Sie klicken viel zu schnell und sind jetzt vorübergehend blockiert.

Kommen Sie später wieder. Wenn Sie wirklich auf Jobsuche sind, stehen wir hinter Ihnen — verhalten Sie sich einfach wie ein Mensch.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Verschaffe dir einen Vorsprung bei der Jobsuche.

Tritt unserem Telegram-Kanal bei für das, was dir hilft, die Stelle zu bekommen — Gehaltsbenchmarks, den wöchentlichen Marktpuls und neue Feature-Drops. Kein Spam, nur Signal.

Dem Kanal beitreten — kostenlos