Senior Client Relationship Director

🕒 il y a 1 mois

🏄 California – Distant

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💵 $200 000 - $300 000 / an

⏰ Temps Plein

🟠 Senior

👔 Directeur

🦅 Parrain de Visa H1B

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👻 Score fantôme 6%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Allspring Global Investments

Allspring Global Investments

1001 - 5000 employés

💸 Finance

🤝 B2B

Finance • B2B

Allspring Global Investments est une société de gestion d'actifs et d'investissement basée aux États-Unis qui propose une gamme de stratégies et de services d'investissement aux clients institutionnels et individuels, y compris des fonds communs de placement, des comptes séparés et des solutions de retraite. L'entreprise se concentre sur la gestion de portefeuille, des solutions d'investissement basées sur la recherche, et un service de portefeuille axé sur le client pour les intermédiaires financiers et les investisseurs institutionnels.

Description

• Develop and execute the institutional liquidity distribution and service strategy within the Western Region • Understand the holistic needs of clients and prospects, including pools of investable assets, investment goals, parameters, and requirements • Secure new business from institutional liquidity investors in the West Region • Cultivate existing client relationships within the Western Region to establish, grow, and retain liquidity management clients • Collaborate with regional counterparts and internal partners and stakeholders to develop superior client engagements and results across regions • Maintain frequent and direct dialogue with clients and prospects, understand their needs, and deliver solutions • Stay current with Allspring’s broader business strategy to drive firm-wide initiatives • Drive marketing initiatives and client-focused events to deepen Allspring’s presence in the region and reinforce its brand as a holistic, independent, best-in-class partner

🎯 Exigences

• 15+ years of sales and relationship management experience selling directly to institutional clients • 10+ years of direct sales experience with institutional liquidity clients • Successful track record of sales across pooled products and separately managed accounts, specifically with institutional liquidity investors • Experience and success assisting clients and prospects with investment policy creation and updates • Deep book of contacts in the Western region of the liquidity/short-duration market • Deep knowledge of fixed income markets and the liquidity landscape, including products, competitors, platforms, and regulations • Ability to travel up to 65% of the time • FINRA Series 7 and 63 licenses are required • Ability to remain in a stationary position for prolonged periods of time • Ability to operate computer programs and software • Ability to communicate effectively with audiences in person and in electronic formats • Day-to-day contact with co-workers and/or the public • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions • Extensive knowledge of the asset management industry, trends, and a broad range of complex investment products and solutions • Strong, demonstrated sales and relationship management skills • Track record of intellectual curiosity • Applicants must be legally authorized to work in the United States without sponsorship now or in the future

🏖️ Avantages

• Base salary of $200,000 - $300,000 • Participation in an incentive program linked to performance, which may include annual discretionary bonus programs or other annual or non-annual incentive or sales plans • Equal Opportunity/Affirmative Action Employer

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