National Account Coordinator

1 day 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 a National Account Coordinator to join our team at Allspring Global Investments. In this role, you will collaborate with a skilled team in marketing, product, investments, and sales to determine and implement our home office strategy. You will utilize data and insights to ensure an exceptional client experience and uncover new business opportunities.

Responsibilities
  • Build and implement strategic plans for key client firms to drive sales growth.
  • Provide comprehensive support for conference and marketing initiatives.
  • Prepare for home office meetings, including crafting PowerPoint presentations, analyzing sales data, and tracking competitive intelligence.
  • Serve as an internal resource for frequently asked questions related to focus firm priorities and support sales materials and information.
  • Coordinate campaign and launch efforts across intermediary sales channels.
  • Identify new business opportunities and provide strategic recommendations to support national account teams.
  • Participate in cross-functional projects to improve the overall client experience and drive business growth.
  • Collaborate with internal and external collaborators, including sales, marketing, product, and sales execution teams.
Requirements
  • Minimum 3 years of experience in asset management, financial services, or related fields, preferably in a sales or business consulting role.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Strong communication and presentation skills, capable of collaborating with a diverse range of collaborators and team members.
  • Strong analytical skills and a keen interest in business strategy.
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
  • Outstanding relationship-building skills, growing in a collaborative team environment that values independent thinking.
  • FINRA Series 7 and/or 66 certifications.
Preferred Qualifications
  • Proven ability to work collaboratively in a fast-paced, dynamic environment.
  • Deep knowledge of asset and wealth management and market dynamics.
  • Dedicated individual with the ability to work independently alongside staff and senior management at all levels.
  • Demonstrable problem-solving abilities, with excellent written, verbal, and interpersonal communication skills.
  • Enjoys critical and creative thinking, making strategic recommendations.
Compensation

Base Pay Range: $80,000 - $120,000. Salary Range for NYC and California candidates only. Actual salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.

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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