Investment Strategist – Platform Distribution

Overview

Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Responsibilities

• Build credibility with clients through investment expertise, strong relationship management, and industry knowledge.
• Develop and maintain relationships with manager research teams, discretionary portfolio managers, and other key decision-makers to identify current and future opportunities.
• Collaborate across Allspring to share client insights, market intelligence, and best practices.
• Foster a culture of collaboration, transparency, and a “give first” mentality, where information, ideas, and opportunities are shared openly across teams.
• Contribute to Allspring and Platform Team thought leadership initiatives.
• Support efforts to generate new recommendations, discretionary model placements, and sub-advisory mandates.
• Maintain and strengthen existing recommendations, placements, and mandates.
• Effectively represent Allspring’s investment capabilities and articulate their differentiation relative to competitors.
• Partner with key account teams to develop and execute client-specific engagement strategies.
• Apply a consultative approach to help clients make informed investment decisions and identify appropriate investment solutions.
• Develop relationships with manager research and discretionary portfolio management teams to uncover and advance business opportunities.
• Share industry developments, market intelligence, and client feedback with portfolio managers and internal stakeholders.
• Leverage data, insights, and market knowledge to support business development efforts and strengthen platform relationships.
• Identify trends and opportunities across professional buyer channels to help inform distribution strategy and resource allocation.

Qualifications

• 5+ years of experience in one or a combination of the following: asset management sales, manager research, discretionary portfolio management, or investment consulting involving third-party investment solutions.
• Strong knowledge of the asset management industry, industry trends, and a broad range of investment products.
• Series 7 and 63 licenses.
• BA/BS degree.
• 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

• Experience working with professional buyers in the intermediary market, preferably in the independent B/D channel.
• Understanding of intermediary market business models, including broker-dealers, private banks, annuity providers, and TAMPs.
• Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs.
• Ability to work effectively in a collaborative team environment across multiple organizational levels.
• Demonstrated ability to drive results, manage competing priorities, and overcome obstacles.
• Strong analytical skills with experience synthesizing and evaluating data to support business initiatives.
• Excellent verbal, written, and interpersonal communication skills.
• Strong presentation and client-facing skills.
• Effective organizational, multitasking, and prioritization abilities in a fast-paced environment.
• Familiarity with Allspring investment products and solutions.
• Chartered Financial Analyst (CFA) designation or progress toward completion of the CFA program.
• MBA or other advanced degree in finance, economics, or a related field.

Pay

Base Pay Range: $130,000 - $170,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)