Investment Strategist – Platform Distribution

Allspring Global Investments Holdings, LLC; Charlotte (NC); Hybrid; USD 130,000 - 170,000; Full time

Job summary

Allspring Global Investments Holdings, LLC is seeking a senior sales/relationship role aimed at expanding presence with intermediary and wealth management professionals in Charlotte or Milwaukee. The role entails strategic engagement with manager research and discretionary portfolio teams, with a hybrid work model (in-office 4 days/week).

The candidate should bring 5+ years in asset management sales or related areas, plus Series 7/63 licenses and BA/BS.

Qualifications

• 5+ years in asset management sales, manager research, discretionary portfolio management, or investment consulting.
• Strong knowledge of the asset management industry and products.
• Series 7 and 63 licenses.
• BA/BS degree.
• Ability to communicate effectively in person and in electronic formats.
• Ability to work collaboratively in a fast-paced environment.

Responsibilities

• Build credibility with clients through investment expertise and relationship management.
• Develop and maintain relationships with manager research teams and discretionary PMs.
• Collaborate across Allspring to share client insights and best practices.
• Foster a culture of collaboration and information sharing across teams.
• Support efforts to generate new recommendations and discretionary placements.
• Maintain and strengthen existing recommendations and mandates.
• Represent Allspring’s capabilities and differentiate from competitors.
• Partner with key account teams to develop client-specific engagement strategies.
• Apply a consultative approach to help clients select suitable investment solutions.
• Share market intelligence with portfolio managers and stakeholders.

Skills

Asset management sales

Manager research

Discretionary PM

Investment consulting

Series 7 & 63 licenses

BA/BS degree

Communication skills

Collaborative mindset

Education

BA/BS degree

MBA (preferred)

CFA designation or progress

Job description

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.

Location(s): Charlotte, NC or Milwaukee, WI

Responsibilities

Leadership

• 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.

Knowledge

• Strong understanding of the asset management industry, industry trends, and a broad range of investment products and solutions.


• Knowledge of intermediary market business models, including broker‑dealers, private banks, annuity providers, and TAMPs.


• Understanding of manager selection processes and professional buyer decision‑making frameworks.


• Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs.


• Ability to synthesize market developments, industry trends, and client feedback into actionable insights.

Sales & Consulting

• 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.

Intelligent Distribution

• 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.

Business Management

• Demonstrate strong organizational, prioritization, and multitasking skills in a fast‑paced environment.


• Effectively manage competing priorities and drive results across multiple initiatives and stakeholders.


• Work collaboratively across organizational levels to support platform, distribution, and investment team objectives.


• Utilize strong analytical, communication, presentation, and client‑facing skills to support business growth and relationship management.


• Compliance and legal adherence

Qualifications

Required 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


• Ability to communicate effectively with audiences in person and in electronic formats


• Day‑to‑day contact with others (co‑workers and/or public)


• Ability to 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


• Knowledge of intermediary market business models, including broker‑dealers, private banks, annuity providers, and TAMPs.


• Understanding of manager selection and professional buyer decision‑making processes.


• 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.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

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.)

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Disclosure

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