VP, Regional Wealth Management Consultant - Michigan
美国世纪投资是全球领先的资产管理者，拥有超过65年的经验，帮助广泛的客户实现他们的财务目标。我们的专业知识涵盖了全球股权和固定收益，多资产战略，ETF 和私人投资。我们仅专注于投资管理。但也有一个意想不到的方面。自2000年以来，我们每年将40%的红利出200亿美元以上向斯托威尔士医学研究院。我们的持续的财政支持推动该研究所突破性工作和击败癌症和阿尔茨海默氏病等危及生命的疾病的使命。因此，我们为客户做得越好，我们对每个人都能做得更好。世界各地工作的人都每天都受到我们的努力在许多生活中所带来的独特差异的启发。这表明我们对每一个倡议的好奇心，与客户建立的深厚关系以及我们在走廊里相互处决的方式。如果你热衷于了解更多关于我们，我们不能等待了解更多关于你。角色摘要 区域财富管理顾问副总裁的主要责任是与密歇根州内的分配财富管理地区的分别客户建立关系。具体来说，你将提供批发支持，展示增值服务，安排现场会议并响应客户请求。此次远程职位将位于密歇根州。该位置不符合签证赞助的条件。申请人必须获得授权在美国工作，现在或将来没有签证赞同。你如何产生影响 ·建立关系和增加分配财富管理客户资产。这将涉及主动呼叫轮换，网站访问，做咨询，提供增值服务和向团体和个人介绍。与内部批发商紧密合作以实现你的领土计划。应用基金分析软件系统，以战略地展示我们的客户产品的供应 · 为分配客户制定和实施营销计划。与营销和通信项目经理合作，开发和执行这些计划 ·协助及时传播销售信息。识别并建立关键影响者和生产者的当前列表。保持销售活动历史和呼叫数据。分析销售数据提供报告，获得利能力
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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 owned 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 who work here around 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 Michigan. 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 Michigan.
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.
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 . 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
American Century Proprietary Holdings, Inc. All rights reserved.
Originally posted on Himalayas