Regional Director

3 weeks ago

Menomonee Falls, 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

As a Regional Director (Midwest) at Allspring Global Investments, you will have the opportunity to drive sales and make a significant impact. Reporting to our Head of Intermediary Sales - US, you will be responsible for strategically covering RIAs in the Intermediary Sales channel across the Midwest region of the United States. Your main objective will be 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).

CANDIDATE

We are seeking a highly motivated and proven sales professional who is ready to take on the challenge of driving sales in strategically important and large market geographic areas. With your expertise and ambition, you will be instrumental in expanding our market share and growing our business.

RESPONSIBILITIES

  • Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands, enabling us to better serve our Financial Advisor clients.
  • Achieve top-tier market share at the territory level, focusing on our key RIAs and products.
  • Keep our Financial Advisors 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.
  • Make use of the experience and skills of outside speakers, managers who have successfully managed portfolios, and specialists in our products to enhance client involvement throughout the year.
  • Strengthen existing partnerships and expand client access by developing relationships with key Centers of Influence, increasing sales opportunities.
  • Develop 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 RIA specialist when existing clients transition to, or establish their own, RIA, partnering with B/D counterparts.
  • Showcase your dedication to success by consistently upholding performance standards, actively working towards business unit objectives with integrity and efficiency.

REQUIRED QUALIFICATIONS

  • Minimum of 5 years of sales experience, with a proven track record of success and established relationships with top RIAs.
  • Experience surpassing established performance goals, showcasing your ability to consistently achieve outstanding results.
  • Solid knowledge of the wealth and investment management industry, including its unique needs, constraints, and opportunities.
  • FINRA Series 7 and 63 (or 66) certifications.
  • Reside within the territory.
  • Focused on achieving goals, motivated to excel, and dedicated to providing excellent service.
  • High energy, sense of urgency, and a strong work ethic.
  • Passionate about building a business within the framework of a large public company, demonstrating an entrepreneurial approach.
  • Ability to influence and draw consensus across Allspring to create innovative solutions.
  • Exemplary integrity and the personal presence to represent Allspring with enthusiasm and distinction.

PREFERRED QUALIFICATIONS

  • Excellent relationship building skills, combined with the ability to thrive in a collaborative team environment that values independent thinking.
  • Strong problem-solving ability with exceptional written, verbal, and interpersonal communication skills.
  • Strong presentation and facilitation skills to effectively engage and inspire clients.
  • Willingness to travel up to 80% of the time to meet with clients and expand our business presence.
  • Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA). Equivalent experience will also be considered.

#LI-AM1

#LI-Hybrid

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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