Remote Regional Director - Wealth Solutions Sales Leader

Allspring Global Investments; California (MO); Remote; USD 145,000 - 150,000; Full time

Job summary

Allspring Global Investments seeks a Regional Director for Northern California and Nevada. You will lead territory strategy, drive mutual fund and advisory product sales, and mentor teams across broker dealers and RIAs.

Expect to engage centers of influence and top advisors, while collaborating with home office strategy consultants to execute plans. The role emphasizes leadership, integrity, and a consultative approach, with top-tier activity targets and extensive travel.

Qualifications

• Minimum 5 years of successful sales experience with top Financial Advisor firms.
• FINRA Series 7 and 63 (or 66) licenses required.
• Live in major metro center of the territory.
• Strong integrity, leadership, and entrepreneurial mindset.
• Solid knowledge of wealth and investment management.

Responsibilities

• Collaborating with sales management to provide feedback and insights on trends.
• Achieving top tier market share at the territory level and focus firms.
• Providing updates on what Financial Advisors own and discuss best strategies.
• Leveraging third party speakers and portfolio specialists throughout the year.
• Identifying and partnering with Centers of Influence and broker/dealer personnel.
• Penetrating new markets and deepening relationships to maximize product reach.
• Coordinating with home office strategy consultants to ensure execution.
• Partner with COIs to increase reach and deepen advisor relationships.
• Maintain high performance standards and ethical conduct.

Skills

Sales experience

FINRA licenses

Relationship management

Travel 80%

Leadership

Education

CFA

CFP

CIMA

Job description

Overview

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.

Overview

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.

Location(s): Remote

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.
  
  

Qualifications

REQUIRED QUALIFICATIONS

• 5 years minimum of sales experience required bringing experienced relationships and sales success with top Financial Advisory firms and advisors.
• Experience exceeding established performance goals.
• Solid knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
• FINRA Series 7 and 63 (or 66)
• 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.
• Ability to work at a computer and use standard business software for extended periods during the workday.
• Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
• Engage in regular in-person interaction and collaboration with team members and other stakeholders.
• Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
• Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.
  
  

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.
• Strong presentation & facilitation skills.
• Ability to travel 80% of the time.
• A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred.
  
  

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: $145,000 - $150,000

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.)

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