What are the responsibilities and job description for the Regional Wealth Management Specialist I position at CM004 American Century Investment Services, Inc.?
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.
Responsibilities
- 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.
Requirements
- Bachelor’s degree in a related field or an equivalent combination of education and work experience.
- Two to three years financial industry experience preferred. Sales experience preferred.
- Shown knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred.
- 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.
- Solid understanding of Web Ex technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.
- Models the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance
- Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:
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.
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.
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American Century Proprietary Holdings, Inc. All rights reserved.
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