Regional Director – Northern California/Nevada

Job not on LinkedIn

🕒 5 days ago

🏄 California, Nevada – Remote

🏄 California – Remote 🎰 Nevada – Remote

💵 $145k - $150k / year

⏰ Full Time

🔴 Lead

👔 Director

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Allspring Global Investments

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Allspring Global Investments is a U. S. -based asset management and investment firm that offers a range of investment strategies and services to institutional and individual clients, including mutual funds, separate accounts, and retirement solutions. The firm focuses on portfolio management, research-driven investment solutions, and client-focused portfolio servicing for financial intermediaries and institutional investors.

📋 Description

• 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.

🎯 Requirements

• 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. • Remain in stationary position for prolonged periods of time. • Operate computer programs and software. • Ability to communicate effectively with audiences in person and in electronic formats. • Day-to-day contact with others (co-workers and/or public). • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

🏖️ Benefits

• Competitive compensation package that may include an incentive program linked to performance