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Allspring Global Investments · 1 week ago

Regional Director (Northern California/Nevada)

California, United States

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions. They are seeking a Regional Director to drive sales of their investment products, establish trusted relationships with clients, and lead the sales team in a competitive market.

Asset ManagementConsultingFinanceFinancial Services

Responsibilities

Collaborating with 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 business management ideas

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 home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels

Partner with COIs to increase reach and deepen advisor relationships

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 knowledgeCFA designationCFP designationCIMA designationRelationship buildingCommunication skillsPresentation skills

Required

5 years minimum of sales experience required bringing experienced relationships and sales success with top Financial Advisory firms and advisors

Experience exceeding established performance goals

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

FINRA Series 7 and 63 (or 66)

Live in major metro center of territory

Results-oriented drive to succeed with a strong service orientation, high energy, a sense of urgency, a strong work ethic, an entrepreneurial mindset within the context of a large public company, and an excitement toward building a business. The ability, gravitas, and credibility to draw consensus across Allspring in support of structuring creative solutions

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

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