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Allspring Global Investments · 7 hours ago

Institutional Client Relationship Associate – West

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$100K/yr - $120K/yr

2+ years exp

Allspring Global Investments is a leading independent asset management firm that focuses on creating investment products and solutions for clients. The Institutional Client Relationship Associate will support Client Relationship Directors and assist with client and prospect projects, sales activities, and relationship management within the ICG West Region.

Asset ManagementConsultingFinanceFinancial Services

Responsibilities

Partnering with sales, portfolio managers, product specialists and/or client relations staff and other key internal stakeholders for all support activities for current client and prospect relationships

Working hand in hand with the Request for Proposal (RFP) Team, Portfolio Management, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFPs and questionnaires, and related reviews and approvals

Preparing portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors regarding investment teams, products, and/or market segments to target and pursue new opportunities

Researching product or service information of clients/prospects and identifying additional investment strategies of interest

Supporting the tracking of sales, client support and marketing activities in Salesforce, and supporting the Distribution COO in gathering and reporting of client and prospect facing activity and results

Spearheading projects, including identifying resources, establishing time frames and managing to milestones and communicating and coordinating across various internal parties

Identifying opportunities to streamline processes and procedures to gain efficiencies. Analyze and resolve complex operational, systems-related and/or other types of issues

Consult with various internal and external relationships around investment strategy, performance, new solutions, and market developments based on their deep understanding of client/prospect/consultant needs and challenges

May be responsible for Compliance related reporting and analysis for FINRA and Firm policies and Private Placement approvals

Qualification

Series 7SIE LicensesInstitutional sales supportProject managementMicrosoft OfficeCRM tools knowledgeAnalytical skillsCommunicationPresentation skillsTeam collaboration

Required

Series 7, 63 and SIE Licenses (may be obtained once hired)

Preferred

2+ years of institutional quality sales support, equivalent relationship management support, or a combination of both

Ability to work effectively, as well as independently, in a team environment

Excellent verbal, written, and interpersonal communication skills

Strong analytical skills with high attention to detail and accuracy

Strong project management skills

Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Knowledge and understanding of CRM projects, tools, and systems

Strong presentation skills

A BS/BA degree or higher

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.)