Institutional Client Relationship Associate

4 weeks ago

Milwaukee, Wisconsin, United States Allspring Global Investments 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 an Institutional Client Relationship Associate to support our client-facing team in the Institutional Client Group. The successful candidate will work closely with Client Relationship Directors and clients/prospects to provide sales and prospecting support, client and prospect-related projects, client events and marketing support, and broad relationship management needs.

Key Responsibilities
  • Partner with sales, portfolio managers, product specialists, and client relations staff to support current client relationships.
  • Work with the RFP, PM, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFPs, and questionnaires.
  • Prepare portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors and/or clients.
  • 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 gather and report client-facing activity and results.
  • Spearhead projects, identifying resources, establishing timeframes, and managing to milestones and communicating and coordinating across various internal parties.
  • Identify opportunities to streamline processes and procedures to gain efficiencies and 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
  • 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 and 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.
Equal Opportunity Employer

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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