Regional Wealth Management Specialist

Role Summary

The Intermediary Sales desk partners to drive sales within the following sales teams: National Accounts, Financial Advisor, Broker/Dealer and Defined Contribution/Investment Only.

The primary responsibility of the Regional Wealth Management Specialist / Internal Wholesaler is to partner with external wholesaler(s) in a geographical sales territory to generate sales for American Century Investments. They are focused on building relationships with wire house and independent advisors. This individual is responsible for partnering with their external wholesaler(s) to develop new relationships with financial advisors and manage existing relationships to increase sales of American Century Investments' products. This is accomplished by providing financial insight, product information and value-added 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 Los Angeles, CA 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

• Drive Revenue Growth: By proactively reaching out via email and outbound calls to complement external sales efforts and generate new opportunities.
• Consultative Sales Approach: Use a consultative client first approach, delivering solutions, not products, to meet needs and get results.
• Entrepreneurial Mindset: Have a self-starter business-owner mentality to showcase and differentiate our products, to grow our client base and enhance our wallet share.
• Client Engagement: Establish and build strong relationships with financial advisors and licensed professionals through tailored content to communicate effectively, utilizing leadership pieces, practice management resources, and market insights to strengthen client connections.
• Portfolio Consulting: Utilize analytical tools to recommend products and strategies that optimize client portfolios.
• Data-Driven Prospecting: Leverage data to identify and prioritize prospects, monitor progress toward sales objectives, and refine outreach efforts.
• Territory Management: Execute daily activities guided by firm ranking systems and service models to address complex territory needs effectively.
• Operational Excellence: Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system.
• Continuous Development: Participate in a robust training program focused on business strategy, consulting, leadership, investment communication, technical skills, and product knowledge.
• Travel: Attend client meetings, events, and industry conferences within the assigned territory as needed.

What You Bring to the Team (Required)

• 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.
• Demonstrated knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred.
• Completion of Series 7 and 63 required within 3 months of employment date.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

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.

For New York and California based candidates, the total compensation range for this role is $100,00 - 110,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

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 View email address on click.appcast.io. 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.

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American Century Investments