SMA Internal Specialist

Join Allspring Global Investments

Elevate your career with a company where your ideas have impact. Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. We strive to build portfolios aimed at generating successful outcomes for our clients through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.

Allspring is committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate.

The SMA Internal Specialist will drive and support Allspring's Retail SMA business including REMI, DSIP, and all other SMA strategies offered through Intermediaries. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week. Locations : Milwaukee, WI & Charlotte, NC.

Responsibilities

Actively engage with portfolio specialists, product specialists, and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate. Leverage in-house tools and dashboards to answer questions (via email or phone) coming from sales and / or FAs. Experts in navigating and assisting Advisors with our REMI Custom Proposal Portal, driving adoption of the Portal as it evolves. Create and maintain a database of accounts including internal coverage team, account inception, market value, strategy, correspondence history, and other key information. Collaborate with operations teams at Allspring and with the operations teams of our sponsor firms on ongoing matters. Direct Allspring sales professionals and / or FAs toward approved tutorials, strategy sheets, marketing materials.

We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.