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Regional Director

1 month ago

Marquand, Missouri, United States Allspring Full time
About Allspring Global Investments

We are a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.

Job Summary

We are seeking a Regional Director to drive sales of our mutual funds, separately managed accounts, money funds, and DCIO business at all broker dealers and RIAs in strategically important and large market geographic areas in the integrated distribution channel.

Key Responsibilities
  • Collaborate with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients.
  • Achieve top tier market share at the territory level, at Allspring's focus firms, and in their focus products.
  • Provide updates on what the Financial Advisors own and discuss best investment strategies and business management ideas.
  • Excel in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals.
  • Leverage third party speakers, portfolio managers, and product specialists throughout the year.
  • Identify and partner with key local Centers of Influence, as well as key broker/dealer personnel to expand the breadth and depth of existing relationships and increase client access to maximize sales opportunities.
  • Strategize ways to penetrate new markets and deepen existing relationships to maximize competitiveness of products.
  • Partner with home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels.
  • Achieve excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.
Requirements
  • 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).
  • Live in a major metro center of the territory.
  • Results-oriented drive to succeed with a strong service orientation, high energy, a sense of urgency, a strong work ethic, an entrepreneurial mindset within the context of a large public company, and an excitement toward building a business.
  • 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.
  • Demonstrable intellect - excellent 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 is preferred.