Jobs · North Carolina

Head of Consultant Relations

Allspring Global Investments · Charlotte, NC · 1 mo ago
Hybrid$250k–$300k/yrFull-time

Responsibilities

  • Lead and evolve Allspring’s Consultant Relations team, setting strategy, priorities, and execution standards across consultant research, OCIO, and field consultant engagement.
  • Foster a culture of collaboration and transparency where information, ideas, market intelligence, and best practices are shared openly to maximize team effectiveness and client outcomes.
  • Drive an integrated coverage model that combines firm-tiering, regional engagement, and specialized consultant channels.
  • Foster a proactive, commercially minded culture that shapes consultant conversations and positions Allspring earlier in the decision-making process.
  • Drive accountability for ratings progress, relationship development, pipeline growth, and business outcomes.

Requirements

  • Deep understanding of the institutional consultant marketplace, including manager research, ratings processes, OCIO platforms, client search activity, and discretionary portfolio construction.
  • Strong knowledge of how consultant research, ratings, and OCIO decision-making influence asset flows and business opportunities.
  • Ability to engage credibly with senior investment professionals on investment strategy, portfolio construction, risk, implementation, market trends, and client outcomes.
  • Provide thought leadership and market intelligence on consultant, OCIO, and industry trends.
  • Lead Allspring’s consultant engagement strategy focused on securing new ratings, enhancing existing ratings, and commercializing consultant support into asset growth.
  • Develop engagement strategies for priority consultant firms in partnership with investment teams, product strategy, sales, and client relations.
  • Advance Allspring’s OCIO strategy by increasing engagement with discretionary asset allocators and portfolio decision-makers.
  • Connect consultant advocacy, ratings progress, and relationship development to funded opportunities and business growth.
  • Utilize consultant segmentation, firm-tiering, and market intelligence to prioritize resources and maximize business opportunities.
  • Leverage data, consultant insights, and ratings activity to identify areas of growth and strengthen strategic relationships.
  • Position Allspring’s investment capabilities within consultant research, asset allocation, and portfolio construction frameworks.
  • Translate consultant and OCIO trends into actionable insights for distribution, investment, and product teams.
  • Establish clear priorities, execution standards, and operating processes across consultant research, OCIO, and field engagement activities.
  • Promote cross-functional collaboration and transparency across investment teams, product strategy, sales, marketing, client service, and leadership to ensure consultant insights and opportunities are broadly shared and acted upon.
  • Drive disciplined execution across multiple consultant firms, strategies, and internal stakeholders.
  • Maintain strong organizational discipline, judgment, follow-through, and communication practices.
  • Monitor and manage progress against key objectives, including ratings, relationship development, consultant advocacy, and asset growth.

Qualifications

  • 10+ years of experience in consultant relations, institutional distribution, OCIO coverage, or a related asset management role, with strong relationships across the institutional consultant community.
  • Strong understanding of the institutional investment consultant marketplace, including manager research, ratings processes, client search activity, OCIO platforms, and discretionary portfolio construction.
  • BA/BS Required.
  • Series 24/7/63.
  • Remain in stationary position for prolonged periods of time.
  • Operate computer programs and software.
  • Able to communicate effectively with audiences in person and in electronic formats.
  • Able to work in a collaborative business environment in close quarters with peers and varying interruptions.

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