Institutional Client Relationship Associate

4 hours ago

Menomonee Falls, Wisconsin, United States Allspring Full time
About the Role

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.
Requirements
  • Proactive and driven
  • Collaborative
  • Highly responsive
  • Accountable
Qualifications
  • 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)
Preferred Qualifications
  • 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
Other Desired Qualifications
  • 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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