Regional Wealth Management Specialist I

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Kansas City, MO, USA
In-Office
Financial Services
The Role
Our Firm

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 over 40% of our profits every year—more than $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 Intermediary Consulting Solutions Group (ICSG) partners to drive sales within the following sales teams: National Accounts, Wealth Management and Retirement. The Regional Wealth Management Specialist is focused on building relationships and driving sales with financial advisors.

The primary responsibility of the Regional Wealth Management Specialist is to partner with Sales Consultants (external wholesalers) in a geographical territory to generate sales for American Century Investments. This individual is responsible for partnering with their Consultant partners to develop new relationships and manage existing relationships with financial advisors to increase sales of American Century Investments’ products. This is accomplished by providing financial insight, product information and improved sales tools using a consultative sales process. This role provides wholesaling support, primarily by phone, and responds to client requests as needed. Limited travel to the territory is expected. This may involve specific territory management of remote areas and/or responsibilities in support of the department’s sales efforts.

This hybrid position will be based out of our Kansas City, MO office. 

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

  • Partner with your Consultants to sell product solutions and promote valuable services to our financial advisor relationships and prospects. This involves extensive proactive outbound telephone calls, using a consultative sales process, and documentation of activities in our client management database.

  • Use fund analysis and other research tools to strategically demonstrate our product offerings. Continually build and maintain an understanding of American Century’s investment management practices, policies, products and valuable services. Remain current on events that impact our clients including industry events and general market trends.

  • Collaborate with your Consultant partner(s) and internal resources to develop and implement territory business plans to increase sales and attain/exceed territory specific sales and net investment goals.

  • Participate in regional and national conferences as needed. In-person contact with key clients as agreed upon with manager and Consultant partner(s) is also required.

What You Bring to the Team (Required)

  • Bachelor’s degree in a related field or an equivalent combination of education and work experience.

  • Shown knowledge of the financial intermediary marketplace.

  • Series 7 and 63 certifications are required for the role. Completion of these certifications is required within 3 months of employment date if not already held.

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

  • Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

  • 2-3 years financial industry experience preferred.

  • Sales experience preferred.

  • Knowledge of American Century procedural and operational policies preferred.

  • Solid understanding of WebEx technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.

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. 

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

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 HR-Talent_Acquisition@americancentury.com. 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-Hybrid

American Century Proprietary Holdings, Inc. All rights reserved.

American Century Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about American Century Investments and has not been reviewed or approved by American Century Investments.

  • Healthcare Strength Health coverage includes medical, dental, vision, HSA contributions, EAP, condition‑specific programs, virtual care, and wellness amenities. Inclusive elements such as gender‑affirming care and a travel benefit for care not locally available are also highlighted.
  • Retirement Support Retirement support features a 401(k) match up to 5% plus an additional annual employer contribution tied to firm performance, alongside company‑paid life/AD&D and disability coverage. A broad menu of voluntary financial protections further bolsters long‑term security.
  • Parental & Family Support Parental and family benefits include 10 weeks paid parental leave for birth or adoption, backup dependent care, and caregiver leave. Adoption support is emphasized with recognition and up to $10,000 in eligible expense reimbursement.

American Century Investments Insights

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The Company
HQ: Kansas City, MO
1,787 Employees
Year Founded: 1958

What We Do

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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