Regional Director

4 days ago

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

We are seeking a highly motivated and experienced sales professional to join our team as a Regional Director in the Midwest territory. As a key member of our sales team, you will be responsible for driving sales and expanding our business presence in the region.

Key Responsibilities
  • Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands.
  • 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.
  • 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.
Requirements
  • 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.

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.

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