Institutional Client Relationship Associate

4 days ago

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

Allspring 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 Summary

We have an opening for an Institutional Client Relationship Associate with our Institutional Client Group (ICG) Central Region. This position supports our client-facing team of Client Relationship Directors and the clients and 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.

Key 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
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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