Allspring Global Investments · 3 hours ago
Associate Regional Director
Milwaukee, WI
Full-time
Hybrid
Mid Level
$85K/yr - $90K/yr
2+ years expAllspring Global Investments is a leading independent asset management firm committed to thoughtful investing and positive outcomes. The Associate Regional Director will collaborate with top-tier management to implement innovative strategies, develop client relationships, and drive regional business growth.
Asset ManagementConsultingFinanceFinancial Services
Responsibilities
Develop and maintain strong client relationships, ensuring flawless communication and service delivery that addresses clients' needs
Lead regional business development initiatives, driving growth and growing market presence
Analyze financial data and market trends to determine strategic opportunities and risks
Coordinate with cross-functional teams to strictly align regional objectives with overall company goals
Prepare and deliver presentations to senior management, clients, and collaborators that articulate strategic insights and recommendations
Monitor and report on regional performance metrics, providing actionable insights to improve outcomes
Mentor and develop junior team members, encouraging a collaborative and inclusive work environment
Ensure compliance with all regulatory requirements and internal policies
Qualification
Required
Bachelor's degree in finance, Business Administration, Economics, or a related field
2 years of sales experience or a combination of sales consulting and sales negotiation experience
Currently FINRA SIE and series 7 and 63 (or 66) licensed or successfully attain within first 6 months of employment
Demonstrated ability to analyze complex financial data and market trends
Outstanding abilities in developing and implementing strategies
Exceptional verbal and written communication skills, with the ability to build compelling presentations
Proven leadership abilities with a track record of mentoring and developing team members
Strong organizational skills and the ability to manage multiple tasks simultaneously
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
Ability to travel within the region as required
Preferred
MBA or advanced degree in a related field
Professional certifications such as CFA, CPA, or relevant experience that meets the same standards as these certifications
Familiarity with industry-specific software and platforms (e.g., Bloomberg, FactSet)
Experience in regional or international market analysis
A strong network within the finance or insurance industry
Benefits
Participation in an incentive program linked to performance
Annual discretionary bonus programs
Other annual or non-annual incentive or sales plans
Company
Allspring Global Investments
Allspring Global Investments is a provider of financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Megan Miller
Equity Chief Operating Officer
Tony Orestano
Market Leader | Regional Director
Recent News
Portfolio Adviser
2025-12-11
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