VP, Regional Wealth Management Consultant - Michigan

Reposted 21 Days Ago
Be an Early Applicant
Hiring Remotely in Michigan, USA
Remote
Senior level
Financial Services
The Role
The Vice President, Regional Wealth Management Consultant will build client relationships, provide wholesaling support, develop marketing plans, and analyze sales data within the Wealth Management territory in Michigan.
Summary Generated by Built In

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 [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.

Skills Required

  • Five+ years of sales experience in financial services
  • Series 7, 63
  • Bachelor's degree or equivalent experience
  • Proven interpersonal, investment analysis, written and verbal communication skills
  • Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data

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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