Elevate Your Career
Work where your ideas have impact
COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSTION
As an Associate Regional Director (RIA), you will focus on deepening relationships with existing RIAs and developing new relationships. You will partner with RIA Regional Directors in identifying and developing new sales opportunities within your territory(s). Your main objective will to promote and sell our world class suite of mutual funds, separately managed accounts, direct indexing, money funds and DCIO business to Registered Investment Advisors (RIAs).
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Menomonee Falls, WI, Milwaukee, WI, Boston, MA
RESPONSIBILITIES
- Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands, enabling us to better serve our RIA clients.
- Contribute to achieving top-tier market share at the territory level, focusing on our key RIAs and products.
- Keep our clients up to date with the latest investment strategies and business management ideas, ensuring they have the best resources to succeed.
- Excel in specific asset classes, compete for a spot, and deliver flawless proposals that exceed expectations.
- Strengthen existing partnerships and expand client access by developing relationships with key Centers of Influence, increasing sales opportunities.
- Partner with your Regional Director in developing strategies to penetrate new markets and deepen existing relationships, ensuring our products remain highly competitive.
- Collaborate with home office platform investment strategy consultants and key accounts relationship managers to successfully implement strategies across internal and external distribution channels.
- Serve as an internal RIA specialist when existing clients transition to, or establish their own, RIA, partnering with B/D counterparts.
- Deliver world class virtual meeting experiences to your clients.
- Showcase your dedication to success by consistently upholding performance standards, actively working towards business unit objectives with integrity and efficiency.
REQUIRED QUALIFICATIONS
- 3+ plus years of sales experience or a combination of sales consulting and sales negotiation experience.
- Currently FINRA SIE and series 7 and 63 (or 66) licensed or successfully attain within first 6 months of employment.
- Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Demonstrated success in leveraging data sources to help develop territory strategy.
- Ability to travel within the region as required.
REQUIRED QUALIFICATIONS
- Working knowledge within the Registered Investment Advisor channel
- Excellent verbal, written, and interpersonal communication skills.
- Excellent presentation skills.
- Strong analytical skills.
- Ability to work effectively, as well as independently, in a team environment.
- Strong organizational, multi-tasking, and prioritizing skills.
- Ability to make timely and independent judgement decisions while working in a fast-paced and results driven environment.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
