Talent.com
VP, Regional Wealth Management Consultant
VP, Regional Wealth Management ConsultantAmerican Century Investments • New York, NY, US
VP, Regional Wealth Management Consultant

VP, Regional Wealth Management Consultant

American Century Investments • New York, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Vice President, Regional Wealth Management Consultant

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the DC Metro area, including all of Virginia and part Maryland. 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 the DC Metro Area.

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
  • For Maryland-based candidates, the base salary for this role is $100,000. 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.

    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.

    [job_alerts.create_a_job]

    Wealth Management Consultant • New York, NY, US

    [internal_linking.related_jobs]
    Wealth Consultant

    Wealth Consultant

    First Citizens Bank • New York, NY, US
    [job_card.full_time]
    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net wo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Direc

    Asset & Wealth Management, US Third Party Wealth Northeast Executive Field Direc

    NYC Staffing • New York, NY, US
    [job_card.full_time]
    Vice President Northeast Executive Field Director.Location : Northeast US (New York, New Jersey, Pennsylvania focus).About Goldman Sachs Asset & Wealth Management : A career with Goldman Sachs Asset ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Financial Consultant - New York, NY (Flatiron)

    VP, Financial Consultant - New York, NY (Flatiron)

    Charles Schwab • NEW YORK, NY, US
    [job_card.full_time]
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Asset & Wealth Management Tax Director

    Asset & Wealth Management Tax Director

    PricewaterhouseCoopers • New York, NY, United States
    [job_card.full_time]
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Asset & Wealth Management — M&A Advisory Leader

    VP, Asset & Wealth Management — M&A Advisory Leader

    Piper Sandler • New York, NY, United States
    [job_card.full_time]
    A leading investment bank in New York is seeking a Vice President to join their Asset & Wealth Management team.The successful candidate will have extensive investment banking experience and a prove...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Division of Infectious Diseases

    Director, Division of Infectious Diseases

    Hackensack Meridian Health • Neptune Township, US
    [job_card.full_time] +1
    Director, Division of Infectious Diseases.Jersey Shore University Medical Center.Hackensack Meridian Health – Neptune, New Jersey. Hackensack Meridian Health is seeking a Director, Division of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional VP, Provider Partnerships

    Regional VP, Provider Partnerships

    Tendo • Bronx, NY, US
    [job_card.full_time]
    Regional VP, Provider Partnerships.The Regional Vice President of Sales - Health Systems is responsible for driving revenue growth by selling directly to national Health Systems to add their servic...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Peer Specialist | Be a Life Changer | CRPA, CRPA-P | Islip, NY

    Peer Specialist | Be a Life Changer | CRPA, CRPA-P | Islip, NY

    Outreach : Building Healthy Lives • Yonkers, NY, US
    [job_card.full_time]
    Peer Specialist | Be a Life Changer | CRPA, CRPA-P.Recognized as a 2025 Top Workplace by City & State New York!.Imagine joining a vibrant team where your passion fuels positive change every day...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Consultant - Wealth & Asset Management

    Consultant - Wealth & Asset Management

    Capco • New York, NY, US
    [job_card.full_time]
    Consultant - Wealth & Asset Management.Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management, Product Development, Vice President

    Wealth Management, Product Development, Vice President

    JPMorgan Chase • New York, NY, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    Payroll Director

    Payroll Director

    Vaco by Highspring • Long Branch, NJ, US
    [job_card.permanent]
    Our client is seeking an experienced.This role will lead a team responsible for ensuring accurate, compliant, and efficient payroll processing while driving strategic initiatives that enhance organ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Clinical Social Worker

    Licensed Clinical Social Worker

    Senior Care Therapy • Middletown, New Jersey, US
    [job_card.full_time] +1
    Licensed Clinical Social Worker LCSW.Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offer...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Medical Director (m / w / d)

    Regional Medical Director (m / w / d)

    BoldAge PACE • Oceanport, NJ, United States
    [job_card.full_time]
    Join BoldAge PACE and Make a Difference!.We make what is important to those we serve important to us.Enhance the quality of life for seniors. Access to training and career development.Are you passio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management, Product Development, Vice President

    Wealth Management, Product Development, Vice President

    Chase • New York, NY, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President of Sales - Wealth Management

    Vice President of Sales - Wealth Management

    Fisher Investments • New York, NY, US
    [job_card.full_time]
    Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a local territory within driving distance and manage t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Clinical Social Worker

    Licensed Clinical Social Worker

    SENIOR CARE THERAPY Careers • Middletown Township, New Jersey, US
    [job_card.full_time] +1
    Licensed Clinical Social Worker LCSW.Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offer...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management - Market Director of Wealth - Brooklyn

    J.P. Morgan Wealth Management - Market Director of Wealth - Brooklyn

    JPMorgan Chase Bank, N.A. • New York, NY, United States
    [job_card.full_time]
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President of Development and Construction

    Vice President of Development and Construction

    Bally's Corporation • Bronx, NY, United States
    [job_card.full_time]
    Bally's Corporation is one of the world's leading entertainment companies, with millions of players across digital gaming platforms and traditional casino venues. Recognized for our innovation, ener...[show_more]
    [last_updated.last_updated_30] • [promoted]