Regional Director (Northern California/Nevada)

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.

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.
• The ability, gravitas, and credibility to draw consensus across Allspring in support of structuring creative solutions.
• Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
• 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.