Institutional Client Relationship Associate
4 hours ago
We are seeking an Institutional Client Relationship Associate to join our Institutional Client Group (ICG) Central Region. As a key member of our team, you will support our client-facing team of Client Relationship Directors and clients/prospects they serve, with key functions and goals related to sales and prospecting, client and prospect-related projects, client events, and marketing support, broad relationship management needs, reporting, and documentation.
Responsibilities- Partner with sales, portfolio managers, product specialists, and/or client relations staff and other key internal stakeholders for all support activities for current client relationships.
- Work hand-in-hand with the RFP, PM, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFPs, and questionnaires, and related reviews and approvals.
- Prepare portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors and/or clients regarding investment teams, products, and/or market segments to target and pursue new opportunities.
- Research product or service information of clients/prospects and identify additional investment strategies of interest.
- Support the tracking of sales, client support, and marketing activities in Salesforce, and support the Distribution COO in gathering and reporting of client-facing activity and results.
- Spearhead projects, including identifying resources, establishing time frames, and managing to milestones and communicating and coordinating across various internal parties.
- Identify opportunities to streamline processes and procedures to gain efficiencies. Analyze and resolve complex operational, systems-related, and/or issues.
- May be responsible for Compliance-related reporting and analysis for FINRA and Firm policies and Private Placement approvals.
- May consult with various internal and external relationships around investment strategy, performance, new solutions, and market developments based on their deep understanding of client/prospect/consultant needs and challenges.
- Proactive and driven
- Collaborative
- Highly responsive
- Accountable
- 2+ years of institutional quality sales support, equivalent relationship management support, or a combination of both
- Series 7, 63, and SIE Licenses (may be obtained once hired)
- Ability to work effectively, as well as independently, in a team environment
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Strong project management skills
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Knowledge and understanding of CRM projects, tools, and systems
- Strong presentation skills
- A BS/BA degree or higher
- Knowledge and understanding of the institutional industry and products.
- Knowledge and understanding of revenue-driven goals and their implications.
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
- Experience implementing solutions on behalf of the customer, improving productivity, and customer satisfaction.
- Ability to work flexible hours when needed.
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Institutional Client Relationship Associate
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Menomonee Falls, Wisconsin, United States Allspring Full timeAbout AllspringAllspring 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. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an Institutional Client Relationship...
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