[Remote] VP, Regional Wealth Management Consultant - Michigan
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading global asset manager with over 65 years of experience helping clients reputed company their financial goals. The Vice President, Regional Wealth Management Consultant will build relationships with clients in Michigan, reputed company wholesaling support, and reputed company marketing plans to increase assets and meet client needs.
Responsibilities
- 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
- reputed company 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 reputed company lists of key influencers and producers. Maintain history of sales activity and call data. Analyze sales data to reputed company reports, reputed company profitability, identify trends and reputed company recommendations
- Participate in various regional and national conferences
- Maintain reputed company knowledge of American Century's investment management, industry events and recent developments involving our clients
Skills
- Five+ years of sales experience, ideally in financial services
- Series 7, 63
- Bachelor's degree or equivalent experience in a reputed company field or an equivalent combination of education and work experience
- Proven interpersonal skills, investment analysis, written and verbal communication skills required
- Solid understanding of reputed company Office, reputed company Principia and Zephyr StyleAdvisor, MS Outlook, reputed company CRM software and Market Metrics data
- Demonstrates the reputed company Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
- Ten years of financial industry experience, ideally reputed company asset management
- Experience with reputed company distribution channels, including RIAs, independent and regional broker dealers, and reputed company houses
Benefits
- 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
Company Overview