Senior Client Relationship Director

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🏄 California – Remote

🏄 California – Remote

💵 $200k - $300k / year

⏰ Full Time

🟠 Senior

👔 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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