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American Century Services, LLCAL

VP, Regional Wealth Management Consultant - Michigan

American Century Investments is a global asset management firm headquartered in Kansas City, known for its unique ownership model where over 40% of dividends support the Stowers Institute for Medical Research.

American Century Services, LLC

Employee count: 1001-5000

United States only

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About Us

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 40% of our dividends every year—over $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 primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering Michigan. 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 Michigan.

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

Learn more about our benefits and perks.

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

American Century Proprietary Holdings, Inc. All rights reserved.

About the job

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Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

5 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About American Century Services, LLC

Learn more about American Century Services, LLC and their company culture.

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American Century Investments is a leading global asset management firm focused on delivering superior investment results and building long-term client relationships. Founded in 1958 by James E. Stowers Jr. and headquartered in Kansas City, Missouri, the company serves a diverse client base that includes individual investors, financial professionals, and institutional clients worldwide. The firm offers a broad array of investment strategies, including actively managed equity and fixed income funds, exchange-traded funds (ETFs), and multi-asset solutions, all designed to help clients achieve their financial goals.

Distinguished by a unique ownership structure, American Century Investments operates with a distinct mission known as 'Prosper with Purpose.' A controlling interest in the company is held by the Stowers Institute for Medical Research, a non-profit biomedical research organization dedicated to finding cures for life-threatening diseases such as cancer. Since 2000, the firm has directed more than 40 percent of its dividends—totaling over $2 billion—to the Institute. This model ensures that the firm's financial success directly contributes to impactful scientific research, creating a powerful alignment between client results and global health advancements.

Employee benefits

Learn about the employee benefits and perks provided at American Century Services, LLC.

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Paid Parental Leave

10 weeks of paid parental leave for eligible employees.

Disability Insurance

Short-term and long-term disability insurance coverage.

Identity Theft Protection

Coverage to help protect employees against identity theft.

Adoption Assistance

Reimbursement of up to $10,000 for adoption-related expenses.

View American Century Services, LLC's employee benefits
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American Century Services, LLC

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