XC Wealth Management Consultant - Cleveland
Core
Lead sales initiatives in the Cross Channel segment for American Funds, managing distributions presence and relationships with key firms to drive investor outcomes.
Role type
Senior IC Wealth Management Consultant (Wholesaling)
Builds
Sales initiatives and business results for American Funds Distributions
Domain
Wealth Management / Third-party distribution
Deliverable
client delivery
Required skills
Third-party distribution sales, ETF/Mutual Fund/SMA/CIT business knowledge, team leadership, portfolio construction, data analysis (Excel/PowerPoint/Tableau), presentation skills
Preferred skills
Series 7, AIF, AIFA, PPC, CIMA, CFA designations