Talent.com
Regional Consultant - New York / Connecticut
Regional Consultant - New York / ConnecticutAllspring Global Investments • New York, NY, United States
[error_messages.no_longer_accepting]
Regional Consultant - New York / Connecticut

Regional Consultant - New York / Connecticut

Allspring Global Investments • New York, NY, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Elevate Your Career

Work where your ideas have impact

COMPANY

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 About 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.

POSITION

Regional Consultants must successfully partner and collaborate with Sales Managers, Regional Directors, and Associate Regional Directors in covering 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, money funds and DCIO business at all broker dealers and RIAs. In addition, the Regional Consultant must promote the importance of leveraging and partnering with resources to improve the client engagement and provide "best in class" resources, investment insights and thought leadership to our key firms, advisors, and centers of influence. Examples include : Portfolio Managers and Product Specialists, Wealth Management Specialists, and Internal SMA Specialists.

Regional Consultants 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. Regional Consultants 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 Consultants 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 Consultants 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 Consultants consistently ask for business and close sales opportunities.

RESPONSIBILITIES

The Regional Consultants priority will be to drive sales of Allspring's mutual funds, separately managed accounts, exchange traded funds, money funds and DCIO business at all broker dealers and select smaller RIAs within their segmented clients within the integrated distribution channel. Specific responsibilities include, but are not limited to :

  • Collaborating with Regional Directors, Associate Regional Directors, and 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 uncover opportunities to up-sell and / or cross sell.
  • Excelling in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals.
  • 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 Regional Directors, Associate Regional Directors, home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies within key internal and external distribution channels.
  • Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.

REQUIRED QUALIFICATIONS

  • 3 years minimum of sales experience required
  • Experience exceeding established performance goals.
  • Knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
  • FINRA Series 7 and 63 (or 66)
  • Reside within the territory
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
  • Demonstrated success in partnering with multiple stakeholders.
  • 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.
  • Base Pay Range : $120,000 - $125,000

    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.)

    #LI-BA1

    #LI-Remote

    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.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    [job_alerts.create_a_job]

    Connecticut New York • New York, NY, United States

    [internal_linking.similar_jobs]
    Sales Consultant

    Sales Consultant

    High Rise Capital • New York, NY, US
    [job_card.full_time]
    We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a tru...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Associate- Genesis Atlantic Club Red Bank

    Sales Associate- Genesis Atlantic Club Red Bank

    Genesis Health Clubs • Red Bank, NJ, US
    [job_card.full_time]
    Genesis Atlantic Club Red Bank is seeking a candidate who is passionate about assisting clients achieve their health and wellness goals. Essential Job Duties include : Generating new leads through pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Medical Director

    Remote Medical Director

    HealthCare Support • Yonkers, NY, US
    [filters.remote]
    [job_card.full_time] +1
    Monday–Friday schedule, professional collaboration, and the chance to make a meaningful impact by supporting quality behavioral health care across diverse patient populations.Serve as a key clinica...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Resident Manager

    Resident Manager

    Columbia University • New York, NY, United States
    [job_card.full_time]
    Job Type : Support Staff - Union.Standard Work Schedule : Monday - Friday, 8 : 00 am - 5 : 00 pm.Salary Range : $105,000 - $115,000. The salary of the finalist selected for this role will be set based on a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant

    Sales Consultant

    Quality Chevrolet GMC • Englewood, NJ, US
    [job_card.full_time]
    About Us : We are a growing dealership located in Englewood we are looking for additional Sales Representatives to meet the demands of our customers. We are looking to reach a new level in sales...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Clinical Account Consultant

    Clinical Account Consultant

    Capital Rx • New York, NY, United States
    [job_card.full_time]
    Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including : . PBM) solutions to self-insured employers,.Enterprise H...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Division of Infectious Diseases

    Director, Division of Infectious Diseases

    Hackensack Meridian Health • Neptune Township, US
    [job_card.full_time] +1
    Director, Division of Infectious Diseases.Jersey Shore University Medical Center.Hackensack Meridian Health – Neptune, New Jersey. Hackensack Meridian Health is seeking a Director, Division of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Payroll Director

    Payroll Director

    Vaco by Highspring • Long Branch, NJ, US
    [job_card.permanent]
    Our client is seeking an experienced.This role will lead a team responsible for ensuring accurate, compliant, and efficient payroll processing while driving strategic initiatives that enhance organ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Counselor-Rockland NY

    Counselor-Rockland NY

    Greater Mental Health of New York • Valley Cottage, NY, US
    [job_card.full_time]
    Director of Adult Treatment and Rehabilitation Services.Personalized Recovery Oriented Services (PROS).The PROS Counselor is a vital member of our team, dedicated to supporting individuals facing m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    New York City Outreach Consultant

    New York City Outreach Consultant

    Spence-Chapin Services to Families and Children • New York, NY, US
    [job_card.permanent]
    The Outreach Consultant will be responsible for promoting key aspects of Spence-Chapin's Domestic Adoption Programs.Responsibilities include providing education about S-C's Domestic A...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Consultant - New York, NY

    Business Consultant - New York, NY

    Vensure • New York, NY, US
    [job_card.full_time]
    We are a proud work-from-office company.If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. Vensure Employer Solutions is the largest privately held organizatio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Local Contract Acute Inpatient Oncology RN

    Local Contract Acute Inpatient Oncology RN

    Host Healthcare • Neptune City, NJ, US
    [job_card.full_time]
    Host Healthcare is seeking a local contract nurse RN Oncology for a local contract nursing job in Neptune City, New Jersey. Job Description & Requirements.Pay package is based on 12 hour shifts ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Sales Consultant, New York

    Business Sales Consultant, New York

    CoAdvantage • New York, NY, US
    [job_card.full_time]
    CoAdvantage is a leading human resource solutions provider for small to mid-sized companies.We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers&#...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Consultant - New York / Connecticut

    Regional Consultant - New York / Connecticut

    Allspring Global Investments • New York, NY, United States
    [job_card.full_time]
    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 cl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Sales

    Regional Sales

    Guardiar • Kearny, NJ, US
    [job_card.full_time]
    The Sales Representative is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outbound Sales Consultant III

    Outbound Sales Consultant III

    TEKsystems • New York, NY, United States
    [job_card.full_time]
    We are seeking a motivated, organized, and coachable Business Development Representative (BDR) to join one of our Clients New Business Sales team. In this role, you will help accelerate Mailchimp's ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Marketing Manager, NAM North-Central

    Regional Marketing Manager, NAM North-Central

    Axonius • New York, NY, United States
    [job_card.full_time]
    This position requires in region location - remote in Chicago, greater Illinois, Michigan, Minnesota, Ohio, Kansas.The North-Central Regional Marketing Manager will join a marketing and sales align...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Retail Sales Consultant

    Retail Sales Consultant

    Altice USA • River Edge, NJ, United States
    [job_card.full_time]
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...[show_more]
    [last_updated.last_updated_30] • [promoted]