Full-Time

VP – Regional Wealth Management Consultant

Confirmed live in the last 24 hours

American Century Investments

American Century Investments

No salary listed

Senior, Expert

No H1B Sponsorship

Houston, TX, USA + 1 more

More locations: The Woodlands, TX, USA

This remote position will be based out of Texas.

Category
Asset Management
Finance & Banking
Required Skills
Sales
Salesforce
Data Analysis
Connection
Connection
Connection
logo

Get referrals →

You have ways to get a American Century Investments referral from your network.

💡

Applications through a referral are 3x more likely to get an interview!

Requirements
  • Bachelor's degree in a related field or an equivalent combination of education and work experience.
  • Ten years financial industry experience preferred, with five to ten years sales experience.
  • FINRA Series 7 and 63 licenses required.
  • 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.
  • Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Responsibilities
  • Build relationships and increase the assets of assigned Wealth Management clients through proactive call rotation, site visits, and providing value-added services.
  • Develop and implement marketing plans for assigned clients in collaboration with marketing and communications program managers.
  • Assist in timely dissemination of sales information and 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 clients.
Desired Qualifications
  • Experience with wirehouses strongly preferred.
American Century Investments

American Century Investments

View

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in Enzinc aligns with global trends towards renewable energy solutions.
  • Hiring Andrew Moore could expand American Century's ETF market presence in Europe.
  • Stephen Bartolini's addition strengthens bond fund management, attracting investors.

What critics are saying

  • Increased ETF market competition may challenge American Century's strategic expansion.
  • Retirement of Jeffery Houston could affect investor confidence and fund performance.
  • Enzinc investment risks if nickel-zinc technology fails to achieve commercial success.

What makes American Century Investments unique

  • American Century invests in innovative green technologies like Enzinc's nickel-zinc batteries.
  • The firm enhances its ETF offerings with strategic hires from top competitors.
  • Strong community engagement through significant non-profit contributions enhances brand reputation.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Company News

Spin
Mar 18th, 2025
Why Travis Kelce Thinks It's 'Very Fitting' Brother Jason Kelce Is a Scorpio

Travis Kelce and Jason Kelce during the ACC Celebrity Golf Championship presented by American Century Investments at Edgewood Tahoe Golf Course on July 12, 2024 in Stateline, Nevada.

Defense World
Feb 27th, 2025
D.A. Davidson & CO. Makes New $273,000 Investment in American Century STOXX US Quality Value ETF (NYSEARCA:VALQ)

D.A. Davidson & CO. makes new $273,000 investment in American Century STOXX US Quality Value ETF (NYSEARCA:VALQ).

AltEnergyMag
Dec 11th, 2024
Enzinc Secures $8M for Battery Innovation

Enzinc Inc., a zinc battery developer, secured $8 million in Series A funding led by TO VC, with participation from American Century Investments. The funding will accelerate the commercialization of Enzinc's advanced nickel-zinc batteries, leveraging existing lead-acid manufacturing infrastructure. The investment supports Enzinc's goal to scale production and expand partnerships, contributing to the global transition to renewable energy. Joshua Phitoussi from TO VC will join Enzinc's Board of Directors.

ETF Stream
Oct 15th, 2024
American Century appoints ETF capital markets head from JPMAM

American Century has appointed Andrew Moore as head of EMEA ETF capital markets for its Avantis Investors division from JP Morgan Asset Management (JPMAM).

ETF Daily News
Sep 12th, 2024
Eastern (NASDAQ:EML) Stock Price Passes Above 200 Day Moving Average of $28.68

American Century Companies Inc. acquired a new stake in Eastern in the second quarter valued at approximately $632,000.