Client Segmentation and Strategy Consultant

Responsibilities

• Collaborate across all distribution channels to design, refine, and scale client segmentation strategies
• Deliver actionable insights and recommendations to sales teams and clients to support client acquisition, retention, and prioritization
• Support the development and enhancement of sales tools and resources, including CRM platforms, dashboards, and analytics solutions
• Monitor sales performance metrics, identify gaps, and recommend data-driven improvements
• Partner with the broader distribution COO team and across other key internal and external stakeholders in support of all client and sales needs
• Support the thoughtful, incremental use of data and emerging AI-enabled capabilities to enhance client segmentation, improve insights, and inform sales strategy as tools and processes mature

Qualifications

• Required Qualifications:
• 5+ years of relevant experience in asset management and financial services, ideally in business consulting and/or client-facing roles
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word) and Salesforce; experience with analytics tools such as Tableau, Power BI, and/or CRM
• Demonstrated ability to analyze complex datasets and translate insights into clear, actionable recommendations
• Experience with third party data sets including Broadridge, SS&C Wallet Share, DB data packs, bright scope
• Excellent written, verbal, and presentation skills with the ability to communicate effectively to diverse audiences
• High integrity and professional presence, with the ability to represent Allspring with credibility and enthusiasm
• Strong relationship-building skills and the ability to thrive in a collaborative, fast-paced environment
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Communicate effectively with audiences in person and in electronic formats
• Work in a collaborative business environment in close quarters with peers and varying interruptions
• Preferred Qualifications:
• Deep understanding of asset management products, vehicles, services, and market dynamics
• Proven success working cross-functionally in dynamic, evolving environments
• FINRA Series 7 and 63 (or 66) licenses
• Strong problem-solving capabilities with excellent facilitation and presentation skills