Senior Institutional Liquidity Sales & Relationships Director

Allspring Global Investments Holdings, LLC; California; Hybride; USD 200 000 - 300 000; Plein temps

Résumé du poste

Allspring is seeking a Senior Client Relationship Director for our Global Liquidity business to lead sales activity and relationship management in the Western region, with a California location (San Francisco preferred). You will work with cross-functional teams across portfolio management, product, marketing, and services to deliver liquidity solutions.

The role requires extensive experience with institutional liquidity, a deep fixed income knowledge base, and the ability to travel up to 65%.

Qualifications

• 15+ years of sales and relationship management experience selling directly to institutional clients.
• Track record of sales across pooled products and separately managed accounts with institutional liquidity investors.
• Experience assisting clients with investment policy creation and updates.
• Deep book of contacts in the Western region of the liquidity/short-duration market.
• Deep knowledge of fixed income markets and liquidity landscape, products, platforms, and regulations.

Responsabilités

• Develop institutional liquidity distribution and service strategy in the Western Region.
• Cultivate broad relationships across client organizations to meet needs and goals.
• Secure new business from institutional liquidity investors in the West Region.
• Manage and grow existing client relationships, retaining liquidity management clients.
• Collaborate with regional and internal partners to deliver superior client engagements.

Connaissances

Sales experience

Relationship management

Institutional clients

Fixed income knowledge

Outils

FINRA Series 7

FINRA Series 63

Description du poste

Company

Elevate Your Career

Work where your ideas have impact

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 visitAbout Us - Allspring Global Investments.

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.

Overview

Allspring is seeking to recruit a Senior Client Relationship Director within our Global Liquidity business who will focus on driving sales activity and relationship management with clients and prospects in the Western region. This individual will report to our Head of Global Liquidity Sales and will work closely with our portfolio management, product, marketing, and service & operations teams to bring the full breadth of the firm’s liquidity capabilities to clients and prospects in a thoughtful, engaging, differentiated and effective manner.

Location(s): California (San Francisco preferred)

Responsibilities

• Developing and executing the institutional liquidity distribution and service strategy within the Western Region with both clients and prospects
• Understanding the holistic needs of each client and prospect, including all possible pools of investable assets with distinct investment goals, parameters and requirements, by cultivating broad relationships across each organization
• Securing new business from institutional liquidity investors in the West Region by turning high-profile prospects into clients
• Cultivating existing client relationships within the Western Region to establish, grow, and retain liquidity management clients
• Collaborating and partnering seamlessly with regional counterparts and internal partners and stakeholders, to develop superior client engagements and results across regions
• Maintaining a culture of frequent and direct dialogue with clients and prospects, while understanding their needs, and delivering solutions
• Understanding and staying current with Allspring’s broader business strategy to drive firm-wide initiatives
• Deepening the region’s Allspring presence by driving marketing initiatives and client-focused events (i.e. industry events, a symposium, seminar, etc.) that can enhance and reinforce our brand of being a holistic, independent, best in class partner to our clients

Qualifications

Required Qualifications

• 15+ years of sales and relationship management experience selling directly to institutional clients; including 10+ years of direct sales experience with institutional liquidity clients
• Successful track record of sales across both pooled products and separately managed accounts – specifically with institutional liquidity investors
• Experience and success in assisting clients and prospects with investment policy creation and updates
• Deep book of contacts in the Western region of the liquidity/short-duration market
• Deep knowledge of fixed income markets and the liquidity landscape including products, competitors, platforms and regulations
• Ability to travel up to 65% of the time
• FINRA Series 7 and 63 licenses are required
• Ability to work independently and collaboratively in a cross-functional environment.
• 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

• Extensive knowledge of the asset management industry, trends, as well as a broad range of complex investment products and solutions
• Strong, demonstrated sales and relationship management skills
• Track record of intellectual curiosity

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: $200,000 - $300,000

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.)

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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