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Regional Director - Pacific Northwest

Regional Director - Pacific Northwest

Allspring Global InvestmentsOregon, WI, United States
4 days ago
Job type
  • Full-time
Job description

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 attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement.

Allspring Global Investments is seeking a Regional Director in Pacific Northwest, reporting to Scott Engroff, Divisional Director and Senior Vice President. Regional Directors cover strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring's mutual funds, separately managed accounts, active ETFs, money funds and DCIO business at all broker dealers and RIAs.

Regional Directors are expected to demonstrate leadership through several avenues : leading your territory, leading our team, leading your customers, leading throughout the community, and leading your peers. Regional Directors establish themselves as a trusted resource for their clientele for market insight, asset management solutions and practice management solutions.

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.

REQUIRED QUALIFICATIONS

  • 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.
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
  • PREFERRED QUALIFICATIONS

  • 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.
  • 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.

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    Regional Director Pacific Northwest • Oregon, WI, United States

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