Job Description
Build relationships and increase the assets of assigned Wealth Management clients through proactive engagement, site visits, and value-added services. Work closely with an Internal Wholesaler to implement territory plans and strategically showcase our offerings using fund analysis software. You will develop and implement marketing plans, collaborate with marketing and communications program managers, and assist in timely sales information dissemination. Maintain up-to-date knowledge of American Century's investment management and industry events.
Five+ years of sales experience, ideally in financial services with Series 7 & 63, required. Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
About American Century Investments
American Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships.