Investment Strategist — Platform Distribution & Solutions

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

Job summary

Allspring Global Investments seeks a sales and relationship management professional to grow presence with intermediary and wealth management firms in Charlotte, NC or Milwaukee, WI. The role emphasizes engagement with manager research and discretionary portfolio management teams to expand opportunities.

The position operates in a hybrid model, requiring in-office work four days per week. Candidates should bring 5+ years in asset management sales and hold Series 7 and 63 licenses, with BA/BS

Qualifications

• 5+ years of experience in asset management sales, manager research, discretionary portfolio management, or investment consulting involving third-party investment solutions.
• Strong knowledge of the asset management industry and investment products.
• Licenses required: Series 7 and 63; BA/BS degree.

Responsibilities

• Build credibility with clients through investment expertise and relationship management.
• Develop and maintain relationships with manager research teams, discretionary portfolio managers, and other key decision-makers.
• Collaborate across Allspring to share client insights, market intelligence, and best practices.
• Contribute to thought leadership initiatives and cross-team collaboration.
• Support efforts to generate new recommendations and discretionary placements.

Skills

Relationship management

Investment knowledge

Manager research engagement

Client engagement strategy

Cross-functional collaboration

Education

BA/BS degree

Tools

Series 7

Series 63

Job description

Allspring Global Investments seeks a sales and relationship management professional to grow presence with intermediary and wealth management firms in Charlotte, NC or Milwaukee, WI. The role emphasizes engagement with manager research and discretionary portfolio management teams to expand opportunities.

The position operates in a hybrid model, requiring in-office work four days per week. Candidates should bring 5+ years in asset management sales and hold Series 7 and 63 licenses, with BA/BS