Job Details
Description
Elevate Your Career
Work where your ideas have impact
COMPANY
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. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock whats possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit
About Us - Allspring Global Investments
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
We are seeking a motivated self-starter with a can-do attitude and a passion for providing exemplary service both to our internal and external partners/clients.
RESPONSIBILITIES
- Provides efficient and effective day-to-day planning and support of Platform Distribution Directors in new sales and client retention activities to help achieve revenue goals and maintain business.
- This will include developing presentations, preparing marketing and service materials, assessing compliance implications, and managing the client questionnaire process.
- This will also include preparation and provision of portfolio performance and competitive analysis, interpreting such data and making recommendations.
- Acts as secondary back up contact while the Platform Distribution Directors are traveling/out of the office handling emails/calls and outside requests.
- Coordinate information gathering across various investment, marketing and distribution partners to ensure timely and accurate fulfillment of requests, with a major emphasis on the accuracy and attention to detail with the information created and exchanged.
- Fulfillment of monthly and quarterly reports and commentaries in addition to preparation of portfolio review material is an additional requirement of the role. Has an understanding of the assigned relationships, regulatory, guideline, and servicing requirements.
- Partners with sales, portfolio managers, product specialists and/or client relations staff for all support activities for relationships.
- Participate and assist in the Directors planning for market penetration and deepening of relationships via strategy and business plans.
- Work with Directors to ensure implementation of strategic and individual business plans throughout the year and look for ways to add value to relationships.
- Build and enhance relationships through phone and email interactions and support of Directors at regional events. Responsible for various projects including identifying resources, establishing timeframe and managing to milestones.
- Look for opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks.
- Maintain a clean CRM, ensure it is up-to-date and accurate.
- Be action oriented- needs to be proactive and take initiative.
- Ensure that the clients' needs are met with a focus on improving the customer experience.
- Build strong client relationships to maintain old business and acquire new business.
REQUIRED QUALIFICATIONS
- 3+ years of institutional quality sales support, equivalent relationship management support, or a combination of both.
- Registration for FINRA Series 7 and Series 63 (or 66) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
PREFERRED QUALIFICATIONS
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work effectively, as well as independently, in a team environment.
- Knowledge and understanding of investment products and services.
- Strong analytical skills with high attention to detail and accuracy.
- Understanding of and familiarity with using CRM Systems.
- Knowledge and understanding of revenue driven goals and their implications.
- Entrepreneurial spirit, self-starter.
- Ability to solve problems and execute on initiatives.
- Ability to build cross-functional relationships.
#LI-CD1
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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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)