Regional Wealth Management Specialist
Core
Partner with external wholesalers and financial advisors to generate sales of investment products through a consultative sales process.
Role type
Regional Wealth Management Specialist / Internal Wholesaler
Builds
Sales of American Century Investments' investment products (equities, fixed income, multi-asset, ETFs, private investments)
Domain
Asset Management / Wealth Management
Deliverable
product features
Required skills
consultative sales, relationship building with financial advisors, portfolio consulting, data-driven prospecting, territory management, CRM documentation
Preferred skills
financial industry experience, sales experience, knowledge of financial intermediary marketplace, Microsoft Office, Morningstar Direct, Salesforce CRM
Technologies
Salesforce CRM, Morningstar Direct, Microsoft Office
Responsibilities
Generate new business opportunities via outbound calls and email, build relationships with wire house and independent advisors, recommend products to optimize client portfolios, monitor progress toward sales objectives, execute daily activities guided by firm ranking systems, document interactions in CRM
Seniority
Mid-level, hands-on IC