Institutional Client Relationship Associate - East

Allspring Global Investments

Charlotte (NC)

Hybrid

USD 85,000 - 100,000

Full time

14 days+

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Job summary

Allspring Global Investments is seeking an Institutional Client Relationship Associate for the East region in Charlotte, NC. The role supports Client Relationship Directors with sales, client provisioning, and market research in a hybrid in-office model.

The position emphasizes collaboration across internal teams, RFPs, and client events, with a focus on performance analysis, data interpretation, and driving new opportunities within institutional client segments.

Qualifications

Series 7, 63 and SIE Licenses (may be obtained once hired).
A BS/BA degree or higher.
2+ years of institutional quality sales support or related experience.
Excellent verbal, written, and interpersonal communication skills.

Responsibilities

Partner with sales, portfolio managers, product specialists and client relations staff for support activities.
Collaborate with the RFP Team, Portfolio Management, and Consultant Relations on new business opportunities and related reviews.
Prepare portfolio performance and competitive analyses and interpret data for Investment Directors.
Research product information of clients/prospects and identify additional investment strategies of interest.
Track sales, client support and marketing activities in Salesforce and report on activity and results.
Lead projects, manage resources, timelines, and coordinate across internal teams.
Identify opportunities to streamline processes and resolve operational issues.

Skills

Series 7, 63 and SIE Licenses

Strong communication

Strong presentation skills

Project management

Microsoft Office

CRM tools

Education

BS/BA degree or higher

Tools

Salesforce

Job description

Institutional Client Relationship Associate - East

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Company

Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.

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Company

Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

We have an opening for an Institutional Client Relationship Associate with our Institutional Client Group (ICG) East Region. Allspring’s Institutional Client Group works primarily with corporate and public retirement plans, pensions, endowments and foundations. This position supports our Client Relationship Directors and the clients and prospects they serve, with key functions and goals related to sales and prospecting, client and prospect related projects, client events and marketing support, broad relationship management needs, reporting and documentation.

We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

Location(s): Charlotte, NC

Responsibilities

Partnering with sales, portfolio managers, product specialists and/or client relations staff and other key internal stakeholders for all support activities for current client and prospect relationships.
Working hand in hand with the Request for Proposal (RFP) Team, Portfolio Management, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFPs and questionnaires, and related reviews and approvals.
Preparing portfolio performance and competitive analyses, interpreting data and assessing recommendations to Institutional Client/Prospect/Consultant Directors regarding investment teams, products, and/or market segments to target and pursue new opportunities.
Researching product or service information of clients/prospects and identifying additional investment strategies of interest.
Supporting the tracking of sales, client support and marketing activities in Salesforce, and supporting the Distribution COO in gathering and reporting of client and prospect facing activity and results.
Spearheading projects, including identifying resources, establishing time frames and managing to milestones and communicating and coordinating across various internal parties.
Identifying opportunities to streamline processes and procedures to gain efficiencies. Analyze and resolve complex operational, systems-related and/or other types of issues.
Consult with various internal and external relationships around investment strategy, performance, new solutions, and market developments based on their deep understanding of client/prospect/consultant needs and challenges.
May be responsible for Compliance related reporting and analysis for FINRA and Firm policies and Private Placement approvals.

CANDIDATE

Proactive and driven
Collaborative
Highly responsive
Accountable
Strong communication

Required Qualifications

Series 7, 63 and SIE Licenses (may be obtained once hired)

Preferred Qualifications

2+ years of institutional quality sales support, equivalent relationship management support, or a combination of both
Ability to work effectively, as well as independently, in a team environment
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Strong project management skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Knowledge and understanding of CRM projects, tools, and systems
Strong presentation skills
A BS/BA degree or higher

Other Desired Qualifications

Knowledge and understanding of the institutional industry and products
Knowledge and understanding of revenue driven goals and their implications
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Experience implementing solutions on behalf of the customer, improving productivity and customer satisfaction
Ability to work flexible hours when needed

Base Pay Range: $85,000 - $100,000

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.)

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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