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Allspring Global Investments · 3 days ago

Regional Consultant - New York / Connecticut

New York, United States

Full-time

Hybrid

Mid Level

$120K/yr - $125K/yr

3+ years exp

Allspring Global Investments is a leading independent asset management firm committed to thoughtful investing and delivering positive outcomes for clients. The Regional Consultant will drive sales of Allspring’s investment products by collaborating with sales management and financial advisors, while also cultivating relationships with key centers of influence to maximize sales opportunities.

Asset ManagementConsultingFinanceFinancial Services

Responsibilities

Collaborating with Regional Directors, Associate Regional Directors, and Sales Management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients

Achieving top tier market share at the territory level, at Allspring’s focus firms, and in their focus products

Providing updates on what the Financial Advisors own and discussing best investment strategies and uncover opportunities to up-sell and/or cross sell

Excelling in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals

Leveraging third party speakers, portfolio managers and product specialists throughout the year

Identifying and partnering with key local Centers of Influence, as well as key broker/ dealer personnel to expand the breadth and depth of existing relationships and increase client access to maximize sales opportunities

Strategizing ways to penetrate new markets and deepen existing relationships to maximize competitiveness of products

Partnering with Regional Directors, Associate Regional Directors, home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies within key internal and external distribution channels

Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner

Qualification

Sales experienceFINRA Series 7FINRA Series 63Wealth management knowledgeRelationship buildingTeam collaborationCommunication skillsPresentation skillsIntegrity

Required

3 years minimum of sales experience required

Experience exceeding established performance goals

Knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management

FINRA Series 7 and 63 (or 66)

Reside within the territory

Integrity and the personal presence to represent Allspring with enthusiasm and distinction

Demonstrated success in partnering with multiple stakeholders

Preferred

Excellent relationship building skills coupled with the ability to work effectively in a team environment where strong independent thinking skills are important

Demonstrable intellect – excellent written, verbal, and interpersonal communication skills

Strong presentation & facilitation skills

Ability to travel 80% of the time

A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred