Regional Wealth Management Specialist

About the role

The Regional Wealth Management Specialist / Internal Wholesaler partners with external wholesalers in a geographical sales territory to generate sales for American Century Investments. Their primary responsibility is to build relationships with wire house and independent advisors, providing financial insight, product information, and value-added sales tools using a consultative sales process. This role involves limited travel to the territory and provides support primarily by phone.

Responsibilities

• Drive revenue growth by proactively reaching out via email and outbound calls to complement external sales efforts and generate new opportunities.
• Use a consultative client-first approach to deliver solutions, not products, to meet needs and get results.
• 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.
• Utilize analytical tools to recommend products and strategies that optimize client portfolios.
• Leverage data to identify and prioritize prospects, monitor progress toward sales objectives, and refine outreach efforts.
• Execute daily activities guided by firm ranking systems and service models to address complex territory needs effectively.
• Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system.
• Participate in a robust training program focused on business strategy, consulting, leadership, investment communication, technical skills, and product knowledge.
• Attend client meetings, events, and industry conferences within the assigned territory as needed.

Qualifications

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Two to three years financial industry 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.

Skills

• Client-focused approach
• Consultative selling skills
• Data-driven prospecting
• Relationship-building abilities
• Portfolio consulting
• Technical proficiency with CRM software

Benefits

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401(k) with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning