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.
• Prioritizing 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.