Regional Director (Northern California / Nevada)

Allspring Global Investments; Nevada (IA); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Regional Director to lead sales efforts in Northern California and Nevada. This role involves driving sales of a diverse range of investment products, establishing trusted relationships with financial advisors, and providing market insights. The ideal candidate will possess a strong sales background, excellent relationship-building skills, and a consultative approach to client interactions. This position offers a unique opportunity to influence investment strategies and outcomes while working within a dynamic and supportive environment. Join a forward-thinking firm committed to thoughtful investing and client success.

Qualifications

• Minimum years of sales experience with top Financial Advisory firms.
• Strong knowledge of wealth and investment management industry.

Responsibilities

• Drive sales of investment products in the Intermediary Sales channel.
• Cultivate relationships with financial advisors and key centers of influence.

Skills

Sales Experience

Relationship Building

Market Insight

Consultative Approach

Integrity

Education

Bachelor's Degree

CFA/CFP/CIMA Designation

Tools

FINRA Series

Job description

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.

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

Allspring Global Investments is seeking a Regional Director in Northern California and Nevada, reporting to Scott Engroff, Divisional Director and Senior Vice President. Regional Directors cover strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, active ETFs, money funds and DCIO business at all broker dealers and RIAs.

Regional Directors are expected to demonstrate leadership through several avenues: leading your territory, leading our team, leading your customers, leading throughout the community, and leading your peers. Regional Directors establish themselves as a trusted resource for their clientele for market insight, asset management solutions and practice management solutions. On a consistent basis, Regional Directors share best practices and lead by example, mentor, and embrace opportunities to share experience, wisdom, and insight throughout the organization.

Regional Director sales achievement success will be driven by several factors such as: client service model, segmentation strategy, effectiveness at point of sale, consistency, and focusing on the right products, advisors, and firms. Leaders take a consultative approach at every meeting and are expected to consistently have top tier activity exceeding their weekly, monthly, and annual activity target metrics. Regional Directors are expected to have a diverse mix of business that represents asset allocation, fixed income, and equities. They are also expected to provide “best in class" resources to their clients.

Regional Directors are responsible for identifying and cultivating relationships with key centers of influence and top financial advisors to provide portfolio consultation and product solutions for internal and external investment distribution channels. Finally, Regional Directors consistently ask for business and close sales opportunities.

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.
• 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.
• Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.

REQUIRED QUALIFICATIONS

• Years minimum of sales experience required bringing experienced relationships and sales success with top Financial Advisory firms and advisors.
• Solid knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
• FINRA Series and (or)
• 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.

PREFERRED QUALIFICATIONS

• Excellent relationship building skills coupled with the ability to work effectively in a team environment where strong independent thinking skills are important.
• Demonstrable intellect – excellent written, verbal, and interpersonal communication skills.
• Ability to travel % of the time.
• A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) designation is preferred.

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.