• Build relationships and increase the assets of assigned Wealth Management clients • Provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests • 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 • Develop 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 current lists of key influencers and producers • Maintain history of sales activity and call data • Analyze sales data to provide reports, access profitability, identify trends and make recommendations • Participate in various regional and national conferences • Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients