Regional Director, Wealth & Intermediary Sales

Allspring Global Investments; New Jersey; Hybride; USD 145 000 - 150 000; Plein temps

Résumé du poste

Allspring Global Investments in New Jersey seeks a Regional Director to lead a large market within the Intermediary Sales channel. You will drive sales of mutual funds, SMAs, active ETFs, money funds and DCIO products at broker dealers and RIAs, while guiding the team to deliver strategic client solutions.

The role requires at least 5 years of sales experience with top financial advisory firms, FINRA Series 7/63 (or 66), and travel up to 80%.

Qualifications

• 5 years minimum of sales experience with top Financial Advisory firms and advisors
• Strong communication and relationship-building skills
• Integrity and ethical business practices
• FINRA Series 7 and 63 (or 66)
• Ability to travel up to 80% of the time
• Live in a major metro within the territory

Responsabilités

• Collaborate with sales management to provide feedback on industry trends
• Achieve top tier market share at territory level and focus firms
• Provide updates to Financial Advisors and discuss investment strategies
• Leverage COIs and local broker/dealer personnel to expand relationships
• Penetrate new markets and deepen advisor relationships
• Coordinate with internal teams to ensure strategy execution
• Close sales opportunities and drive client access to products

Connaissances

Sales experience

Relationship building

Communication skills

Presentation skills

Entrepreneurial mindset

Formation

CFA designation

CFP designation

CIMA designation

Description du poste

Allspring Global Investments in New Jersey seeks a Regional Director to lead a large market within the Intermediary Sales channel. You will drive sales of mutual funds, SMAs, active ETFs, money funds and DCIO products at broker dealers and RIAs, while guiding the team to deliver strategic client solutions.

The role requires at least 5 years of sales experience with top financial advisory firms, FINRA Series 7/63 (or 66), and travel up to 80%.