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Regional Director Associate

2 months ago

Charlotte, North Carolina, 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 are seeking an Associate Regional Director to strengthen relationships with financial advisors and identify new sales opportunities. This role offers a fast-paced environment where multitasking and prioritization are key.

Key Responsibilities
  • Develop and implement a territory business plan aimed at exceeding territory gross and net sales goals.
  • Apply advanced business tools to identify and target key opportunities that align with corporate initiatives.
  • Provide flawless support to field wholesalers, ensuring all inquiries and issues are resolved promptly and efficiently.
  • Provide investment commentary and practice management solutions to financial advisors, improving their ability to effectively serve clients.
  • Determine and pursue new sales opportunities by analyzing market trends and competitor activities.
Requirements
  • 2+ years of proven sales experience.
  • Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents).
Preferred Qualifications
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to work effectively, as well as independently, in a team environment.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Capability to make timely and independent judgment calls in a fast-paced environment.

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.