Allspring Global Investments · 1 day ago
National Accounts Strategist (RIA)
New York, NY
Full-time
Hybrid
Mid Level
$100K/yr - $140K/yrAllspring Global Investments is focused on driving strategic growth in the RIA market. The National Accounts Strategist role involves collaborating across various functions to support partnerships, analyze market trends, and develop innovative programs for client engagement and practice growth.
Asset ManagementConsultingFinanceFinancial Services
Responsibilities
Cross-Functional Collaboration: Working with a team of stakeholders, including National Accounts, Investment Management, Field Distribution, Marketing, Technology, and Sales, to ensure alignment and execution across strategic initiatives
Building Marketing Content & Commercialization: Collaborating with product marketing and sales teams to define value propositions, create collateral, and develop go-to-market strategies for existing solutions, new features, and products in a way that resonates with the RIA Community
Partnership and client management: Participate in growing and managing relationships with strategic partners/clients to expand The RIA Team’s commercial reach. This includes custodial partners, tech providers/TAMPs, and RIA clients
Market analysis and innovation: Extracting insights from usage data, client/sales feedback, and market trends to drive innovation and competitive differentiation for Allspring in the RIA Market
Develop Growth Programs/Content working with Allspring Wealth Solutions:Help build programs/content working with RIA’s, custodial partners, and tech partners that support organic/inorganic growth, practice management, and talent/culture development (i.e. Engaging the Next Generation of Investors, Empowering Women Investors, etc…)
Identify new business opportunities and provide strategic recommendations to support national account teams
Qualification
Required
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Strong communication and presentation skills, capable of collaborating with a diverse range of collaborators and team members
Strong analytical skills and a keen interest in business strategy
Integrity and the personal presence to represent Allspring with enthusiasm and distinction
Outstanding relationship-building skills, growing in a collaborative team environment that values independent thinking
FINRA Series 7 and 63 (or 66) certifications
Preferred
Proven ability to work collaboratively in a fast-paced, dynamic environment
Deep knowledge of asset and wealth management and market dynamics
Dedicated individual with the ability to work independently alongside staff and senior management at all levels
Desire to work in collaborative, client facing engagements with National Accounts and Field Sales
Demonstrable problem-solving abilities, with excellent written, verbal, and interpersonal communication skills
Enjoys critical and creative thinking, making strategic recommendations
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.
Founded in 1980
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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