Teams at American Century Investments

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.

The VP, Regional Wealth Management Consultant will manage client relationships in Northern California, providing wholesaling support and implementing marketing plans to increase assets and respond to client requests.