Enterprise Relationship Consultant

2 weeks ago

New York, New York, United States Allspring Full time
About Allspring Global Investments

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 RIA Enterprise Relationship Consultant to join our team. As an ERC, you will be responsible for driving sales of Allspring's mutual funds, separately managed accounts, direct indexing, money funds, and DCIO business at Registered Investment Advisors (RIAs).

Key Responsibilities
  • Collaborate with sales management to provide feedback and insights on trends in the industry and market demands on our Advisor clients.
  • Achieve top-tier market share at the territory level, at Allspring's focus RIAs, and in their focus products.
  • Provide updates on what the Client Firms own and discuss best investment strategies and business management ideas.
  • Excel in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals.
  • Collaborate with external speakers, portfolio managers, and product specialists throughout the year.
  • Build strong relationships with influential local organizations to enhance and expand existing networks, providing clients with greater access to sales opportunities.
  • Develop strategies to enter untapped markets and strengthen current partnerships to enhance the competitiveness of our products.
  • Partner with home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels.
  • Collaborate with the RIA sales team to implement our distribution strategy for platform and placement opportunities. Assess the most suitable client and Allspring coverage areas for RIA sales.
  • Partner with B/D counterparts as an RIA specialist when existing clients move to, or build their own, RIA.
  • Achieve excellence by consistently exhibiting work behaviors that align with high-performance standards, and actively working towards the achievement of business unit goals in the most ethical and efficient manner.
  • Partner with Head of RIA Enterprise, Marketing, Distribution, Investment, and Platform teams to create, promote, modify, and grow a differentiated offering in the RIA marketplace.
Requirements
  • 5 years minimum of sales experience required, bringing experienced relationships and sales success with top RIAs.
  • Experience exceeding established performance goals.
  • Solid knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
  • FINRA Series 7 and 63 (or 66).
  • Live in territory.
  • A drive to achieve with a focus on delivering exceptional service, high motivation, a sense of urgency, a dedication to hard work, an innovative approach to business within a large public company, and a passion for building a successful enterprise.
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
Preferred Qualifications
  • Excellent relationship-building skills coupled with the ability to work effectively in a team environment where strong independent thinking skills are important.
  • Strong problem-solving abilities - exceptional written, verbal, and interpersonal communication skills.
  • Strong presentation and facilitation skills.
  • Ability to travel 80% of the time.
  • Equivalent experience in addition to a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is preferred.
Compensation

Base Pay Range: $145,000 - $155,000. Salary Range for NYC candidates only. Actual based 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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