Western Florida Regional Director

23 hours ago

Jupiter, United States Allspring Global Investments Full time
Description 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.

POSITION

Allspring Global Investments is seeking a Regional Director in Western Florida reporting to Carmelo Carrozza, Eastern Divisional Director. As a Regional Director, you will cover a strategically important and large market geographic area in the Intermediary Sales channel. In this role, you will be responsible for driving sales of Allspring's mutual funds, separately managed accounts, money funds, and DCIO business at all broker dealers and RIAs.

RESPONSIBILITIES

  • Collaborating with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients.
  • Achieving top tier market share at the territory level, at Allspring's focus firms, and in their focus products.
  • Providing updates on what the Financial Advisors own and discussing best investment strategies and business management ideas.
  • Excelling in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals.
  • Collaborating with third-party speakers, portfolio managers, and product specialists throughout the year.
  • Building relationships with influential local organizations and broker/dealer personnel to enhance existing connections and provide clients with more sales opportunities.
  • Developing strategies to enter untapped markets and strengthen existing partnerships to enhance the competitiveness of our products.
  • Partnering with home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels.
  • Partnering with Centers of Influence to increase reach and deepen advisor relationships.
  • Achieving excellence by consistently exhibiting proactive work behaviors and actively working towards the attainment of business unit goals in a manner that aligns with ethical principles and promotes efficiency.

REQUIRED QUALIFICATIONS

  • 5 years minimum of sales experience required, bringing experienced relationships and sales success with top Financial Advisory firms.
  • Experience exceeding established performance goals.
  • Solid knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
  • FINRA Series 7 and 63 (or 66)
  • Reside in a major metro center of the territory.
  • A strong drive to achieve goals with a focus on delivering excellent service. Demonstrates high levels of energy, a sense of urgency, and a dedicated work ethic. Approaches work with an entrepreneurial spirit, even within the framework of a large public company. Shows enthusiasm for building and growing a business. Possesses the ability to build consensus and find innovative solutions within Allspring.
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.

PREFERRED QUALIFICATIONS

  • Excellent relationship-building skills coupled with the ability to work effectively in a team environment where strong independent thinking skills are important.
  • Strong problem-solving abilities - exceptional written, verbal, and interpersonal communication skills.
  • Strong presentation & facilitation skills.
  • Ability to travel 80% of the time.
  • Equivalent experience in financial analysis and planning will be considered in addition to a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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