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Allspring Global Investments

Global asset manager offering investment solutions

Regional Director

Field SalesConfirmed live in the last 24 hours
Full-time$145k - $150k

About the Job

Requirements

  • At least 5 years of sales experience, with established relationships and sales success among top financial advisory firms and advisors.
  • Experience exceeding established performance goals.
  • Solid knowledge of industry-specific needs, constraints, and opportunities in wealth and investment management.
  • FINRA Series 7 and Series 63 or Series 66 licenses.
  • Live in a major metro center of the territory.
  • Ability to use standard business software and work at a computer for extended periods during the workday.
  • Ability to communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
  • Ability to engage in regular in-person interaction and collaboration with team members and other stakeholders.
  • Ability to work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
  • Ability to maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Responsibilities

  • Collaborate with sales management to provide feedback and insights on industry trends and market demands among financial advisor clients.
  • Achieve top-tier market share at the territory level, at Allspring's focus firms, and in its focus products.
  • Provide updates on financial advisors' holdings and discuss investment strategies and business management ideas.
  • Leverage third-party speakers, portfolio managers, and product specialists throughout the year.
  • Identify and partner with key local centers of influence and broker/dealer personnel to broaden existing relationships, increase client access, and maximize sales opportunities.
  • Develop strategies to penetrate new markets and deepen existing relationships to maximize product competitiveness.
  • Partner with home-office platform investment strategy consultants and key account relationship managers to execute strategies across internal and external distribution channels.
  • Partner with centers of influence to increase reach and deepen advisor relationships.
  • Demonstrate high performance standards and pursue business-unit goals ethically and efficiently.

Desired Qualifications

  • Excellent relationship-building skills and ability to work effectively in a team environment while exercising strong independent thinking.
  • Strong intellect and written, verbal, and interpersonal communication skills.
  • Strong presentation and facilitation skills.
  • Ability to travel 80% of the time.
  • A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation.

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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