Fixed Income Sales Specialist / Multi-Asset Sales Specialist (REMOTE)
Job Posting for Fixed Income Sales Specialist / Multi-Asset Sales Specialist (REMOTE) at Allspring Global Investments
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. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this 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 a global company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives – diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference.
For more information, please visit www.allspringglobal.com.
The Sales Specialist role to develop and grow the business for Allspring Global Investment’s REMI distribution through organizations with advisors within B/D networks. Partnering with established Regional Sales Directors to educate financial advisors on the value of custom SMA solutions to include but not limited to tax management, ESG, custom indexing, and SMArt outcomes for Fixed Income.
RESPONSIBILITIES:
- Work closely with Regional Sales Directors to build a pipeline of advisor prospects and help to qualify new business leads for Allspring’s REMI ecosystem.
- Coordinate and attend meetings with current and prospective clients.
- Develop an in-depth understanding of REMI workflows and Allspring’s investment/portfolio management process.
- Prepare client-focused marketing and education collateral based on internal and external requests.
- Facilitate account service and operational requests in a timely manner.
- Drive growth efforts by coordinating across sales, operations, and Portfolio Management teams.
REQUIRED QUALIFICATIONS:
- Minimum of 10 years related work experience in Financial Services industry.
- CFA and/or significant equivalent experience within retail wealth management.
- Strong knowledge of fixed income, equity investment landscape, multi-asset portfolio management, financial planning, taxes, ESG.
- Extensive experience working with financial advisors and extensive knowledge of select B/D’s.
- High degree of comfort with technology.
- Effective listener, communicator, and presenter.
- Ability to effectively problem solve in a timely manner.
- Must maintain strong working relationships both internally and with external clients.
- Superior work ethic and attention to detail.
- Comfortable working in a fast-paced environment.
- Ability to manage multiple tasks effectively.
- Self-starter, able to proactively identify opportunities for sales development and process improvement.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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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