Allspring Global Investments · 14 hours ago
SMA Internal Specialist
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$125K/yr - $130K/yr
5+ years expAllspring Global Investments is seeking an SMA Internal Specialist to drive and support their Retail SMA business, engaging with portfolio specialists and product managers. The role involves leveraging tools to assist advisors, maintaining a database of accounts, and collaborating with operations teams.
Asset ManagementConsultingFinanceFinancial Services
Responsibilities
Actively engage with portfolio specialists, product specialists and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate
Leverage in-house tools and dashboards to answer questions (via email or phone) coming from sales and/or FAs
Experts in navigating and assisting Advisors with our REMI Custom Proposal Portal, driving adoption of the Portal as it evolves
Create and maintain a database of accounts including internal coverage team, account inception, market value, strategy, correspondence history, and other key information
Collaborate with operations teams at Allspring and with the operations teams of our sponsor firms on ongoing matters
Direct Allspring sales professionals and/or FAs toward approved tutorials, strategy sheets, marketing materials, quarterly strategy commentaries and product literature
Maintain and evolve an exhaustive FAQ document covering the following topics and use it to answer questions (via email or phone) coming from sales and/or FAs
Qualification
Required
5+ years of experience selling and supporting investment products
Excellent active listening skills who can drive sales through consultative selling
Extremely organized, detail-oriented person who is process driven
Demonstrated experience and success supporting and selling SMA's
Exudes a high degree of start-up initiative and related business acumen
Enthusiastic, forward-thinking person who thrives on enhancing processes
Dynamic team player, always looking to grow their personal skills
Must possess SIE, 7 and 63 licenses
Preferred
CFA, CFP, MBA, or other similar advanced designations
Benefits
Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or 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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