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Allspring Global Investments

Global asset manager offering investment solutions

Head of Institutional Distribution - East Region

Account ExecutiveConfirmed live in the last 24 hours
Full-time$250k - $300k

About the Job

Requirements

  • At least 15 years of experience in institutional distribution, consultant relations, or a related asset management role.
  • Ability to balance personal production with team leadership while driving regional business results.
  • Demonstrated success developing and growing relationships with institutional investors and investment consultants.
  • Ability to identify, pursue, and convert new institutional client opportunities.
  • Track record of generating new business and closing complex institutional investment mandates.
  • Prior experience managing, coaching, and developing institutional sales or client-facing professionals.
  • Deep understanding of institutional investment markets, asset allocation, portfolio construction, and manager selection processes.
  • Ability to engage senior investment professionals, consultants, and client decision-makers with executive presence.
  • Relationship management, communication, business development, and origination skills.
  • A bachelor's degree is required.
  • Series 7 and Series 63 licenses, or the ability to obtain them.
  • Must be legally authorized to work in the United States without sponsorship now or in the future.

Responsibilities

  • Lead the East Region Institutional Distribution Team by establishing priorities, performance expectations, and execution standards.
  • Recruit, coach, develop, and retain a high-performing team of institutional sales and relationship management professionals.
  • Foster a culture of commercial excellence, collaboration, accountability, and continuous improvement.
  • Conduct pipeline reviews, coaching sessions, and business planning discussions to improve team productivity and opportunity conversion.
  • Partner with institutional leadership to execute strategic initiatives and drive regional business growth.
  • Facilitate information sharing, market intelligence, and best practices across teams.
  • Maintain direct responsibility for a portfolio of strategic institutional clients, prospects, and intermediary relationships.
  • Originate, qualify, and pursue new institutional client opportunities to expand the client base and revenue.
  • Develop and execute regional business plans to generate new mandates and grow assets under management.
  • Build senior-level relationships with CIOs, investment staff, trustees, consultants, and other key decision-makers.
  • Lead pursuits involving fixed income, equities, multi-asset, and customized investment mandates.
  • Coordinate investment-team engagement and deliver consultative solutions addressing client objectives and portfolio challenges.
  • Manage opportunities from prospecting through mandate funding, including pipeline management and forecasting.
  • Partner with consultant relations professionals to strengthen visibility, positioning, and access within consultant organizations.
  • Develop understanding of institutional market trends, client challenges, consultant dynamics, and competitive positioning.
  • Use market intelligence, pipeline analytics, and client feedback to identify opportunities and prioritize resources.
  • Translate marketplace developments into actionable insights for distribution leadership, product strategy, and investment teams.
  • Help shape regional and national distribution strategies to improve competitive position and commercial effectiveness.
  • Achieve regional asset growth, sales, and retention objectives.
  • Drive territory management, pipeline governance, forecasting, and sales reporting.
  • Monitor progress toward regional sales, revenue, client-retention, market-penetration, and strategic initiative goals.
  • Oversee resource allocation and business priorities to maximize productivity and commercial outcomes.
  • Ensure adherence to regulatory, compliance, and risk management requirements.
  • Maintain knowledge of institutional investment markets, asset classes, portfolio construction, consultant dynamics, and competitive offerings.
  • Engage investment committees, consultants, and senior investment professionals on market conditions, portfolio strategy, and investment solutions.
  • Represent Allspring in the institutional marketplace through conferences, industry events, and thought leadership opportunities.

Desired Qualifications

  • Series 24.
  • CFA charterholder.
  • MBA, CIMA, CAIA, or other relevant professional designations.

About the Company

Allspring Global Investments

Global asset manager offering investment solutions

Allspring Global Investments provides asset management services that help clients grow and protect wealth through a range of investment products and strategies. Its offerings include funds and managed accounts, built on disciplined investment approaches and delivered through a broker-dealer network that distributes products with guidance and planning support. The company distinguishes itself by combining decades of investment experience with a refreshed lineup focused on thoughtful investing and purposeful planning, supported by its ownership ties to private funds of GTCR and Reverence Capital Partners. Its goal is to pursue both financial returns and positive outcomes for clients, elevating investing to be worth more by aligning investments with clear objectives and effective risk management.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
1970

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