VP, Regional Wealth Management Consultant

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Establish and nurture relationships while enhancing the assets of assigned Wealth Management clients.

• Provide wholesaling assistance and showcase value-added services.

• Arrange on-site meetings and attend to client inquiries.

• Perform proactive call rotations and conduct site visits.

• Deliver presentations to both groups and individuals.

• Collaborate closely with an Internal Wholesaler to execute the territory strategy.

• Utilize fund analysis software systems to illustrate offerings in the client product.

• Create and implement marketing strategies for designated clients.

• Work alongside marketing and communications program managers.

• Distribute sales information promptly.

• Identify and establish current lists of key influencers and producers.

• Keep track of sales activities and call data history.

• Analyze sales data, generate reports, evaluate profitability, identify trends, and provide recommendations.

• Engage in regional and national conferences.

• Stay updated on American Century's investment management, industry developments, and client-related news.

⛳️ Requirements

• Over five years of sales experience, preferably in financial services.

• Possession of Series 7 and Series 63 licenses.

• Bachelor's degree or comparable experience in a relevant field, or an equivalent combination of education and professional experience.

• Demonstrated interpersonal, investment analysis, written communication, and verbal communication skills.

• Strong proficiency in Microsoft Office.

• Experience with Morningstar Principia and Zephyr StyleAdvisor.

• Skilled in MS Outlook, Salesforce CRM software, and Market Metrics data.

• Client-oriented, courageous, accountable, collaborative, curious, adaptable, and competitively driven.

• Preferred: ten years of experience in the financial industry, particularly in asset management.

• Preferred: familiarity with RIAs, independent and regional broker dealers, and wire houses.

• Must have authorization to work in the U.S. without the need for visa sponsorship, now or in the future.

🏝️ Benefits

• Competitive compensation package with a bonus plan.

• Generous paid time off and competitive benefits.

• 401k plan with a 5% company match along with annual performance-based discretionary contributions.

• Tuition reimbursement program.

• Formal mentorship initiative.

• Opportunities for live and online learning.

• Reasonable accommodation for qualified individuals under the ADA.