Senior Director, US Consultant Relations & OCIO Strategy

Allspring Global Investments Holdings, LLC

Charlotte (NC)

Hybrid

USD 250,000 - 300,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Allspring Global Investments Holdings, LLC in Charlotte, NC seeks a senior US Consultant Relations leader to guide a player-coach team and own strategic firm coverage across OCIO platforms and discretionary assets.

The role focuses on moving from regional coverage to integrated, proactive engagement with institutional consultants, shaping conversations and driving ratings, relationships, and asset growth.

Qualifications

  • 10+ years in consultant relations, institutional distribution, OCIO coverage, or related asset management role.
  • Strong understanding of the institutional consultant marketplace, ratings processes, OCIO platforms, and discretionary portfolio construction.
  • Ability to communicate effectively with senior investment professionals and cross-functional teams.
  • Willingness to operate in a hybrid work environment and lead a cross-functional team.

Responsibilities

  • Lead and evolve the Consultant Relations team, setting strategy and execution standards.
  • Manage strategic consultant relationships and firm coverage.
  • Foster collaboration and transparency to maximize client outcomes.
  • Drive an integrated coverage model with firm-tiering, regional engagement, and specialized channels.
  • Advance OCIO strategy by engaging discretionary asset allocators and decision-makers.
  • Translate trends into actionable insights for distribution, investment, and product teams.

Skills

Leadership
Relationship building
Communication
Strategic thinking
Presentation

Education

BA/BS
CFA Charterholder

Job description

Allspring Global Investments Holdings, LLC in Charlotte, NC seeks a senior US Consultant Relations leader to guide a player-coach team and own strategic firm coverage across OCIO platforms and discretionary assets.

The role focuses on moving from regional coverage to integrated, proactive engagement with institutional consultants, shaping conversations and driving ratings, relationships, and asset growth.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Head of US Consultant Relations: OCIO & Ratings Strategy
Head of US Consultant Relations: OCIO & Ratings Strategy

Allspring Global Investments • Charlotte (NC)

Hybrid
USD 250,000 - 300,000
Head of US Consultant Relations
Head of US Consultant Relations

Allspring Global Investments • Charlotte (NC)

Hybrid
USD 250,000 - 300,000
Head of US Consultant Relations
Head of US Consultant Relations

Allspring Global Investments Holdings, LLC • Charlotte (NC)

Hybrid
USD 250,000 - 300,000
Senior OCIO Investment Consultant
Senior OCIO Investment Consultant

LPL Financial LLC • Charlotte (NC), Fort Mill (SC)

On-site
USD 151,000 - 251,000
401K matching
Health benefits
Employee stock options
+2
Senior OCIO Investment Consultant | Portfolio Strategy
Senior OCIO Investment Consultant | Portfolio Strategy

LPL Financial • Fort Mill (SC)

On-site
USD 151,000 - 251,000
401K matching
Health benefits
Employee stock options
+2
OCIO Investment Strategy Leader
OCIO Investment Strategy Leader

WTW • Atlanta (GA)

On-site
USD 180,000 - 230,000
Strategic Consultant Relations Director
Strategic Consultant Relations Director

Pacific Asset Management, LLC • Colorado

Hybrid
USD 135,000 - 150,000
Medical, Dental, Vision
Wellbeing Reimbursement Account
Paid Time Off & Holidays
+2
Senior Investment Writer - Thought Leadership & Markets
Senior Investment Writer - Thought Leadership & Markets

Allspring Global Investments • Charlotte (NC)

Hybrid
USD 130,000 - 155,000
Senior Subadvisory Account Executive – OCIO Growth Leader
Senior Subadvisory Account Executive – OCIO Growth Leader

STATE STREET CORPORATION • Boston (MA)

On-site
USD 110,000 - 189,000
Senior Investment Thought Leader & Content Strategist
Senior Investment Thought Leader & Content Strategist

Allspring Global Investments Holdings, LLC • Charlotte (NC)

Hybrid
USD 130,000 - 155,000