Senior Wealth Specialist

Overview

Wealth Specialist is a regional subject matter expert who represents Allspring’s full investment platform and the CIO’s views. This role is focused on expanding adoption of customized investment solutions across the wealth management segment.

Responsibilities

• Promote Allspring's complete solution set to create leverage for our sales teams though referral activity
• Identify execution strategies that will elevate the Allspring brand and grow market share
• Cultivate relationships with client firms and expand Allspring's access with local leadership
• Collaboratively work with Allspring distribution partners to develop regional sales strategies to maximize executional efficacy
• Present Allspring's capabilities and investment views to COIs to highlight areas of opportunity within their territory goals and recommend potential solutions to better align client holdings and portfolio performance
• Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms' sales execution effort

Qualifications

• The ability to understand and distill complex investment strategy and research concepts
• Possess a very strong understanding of the firm’s investment strategies, capabilities, and portfolio construction views
• Understanding of tax -advantaged investing strategies and demonstrable success in growing adoption of tax -managed solutions
• Strong understanding and experience working in the wealth management / retail brokerage market segment
• 5+ years of experience in one or a combination of the following: business development/sales, financial services consulting or investment research
• Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)
• Able to travel up to 75% of the time
• Able to work independently and collaboratively in a cross-functional 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
• Day-to-day contact with others (co-workers and/or public)
• Work in a collaborative business environment in close quarters with peers and varying interruptions

Preferred Qualifications

• Leadership experience
• 5+ years of brokerage or wealth management experience
• Knowledge and understanding of investment products, asset allocation, operations, and the servicing requirements
• Knowledge and understanding of investment analysis
• Skilled in assessing investment information to build financial plans and determine appropriate business and client resolution
• Strong presentation skills
• Chartered Financial Analyst (CFA or equivalent experience), Certified Public Accountant (CPA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) designation is preferred