Investment Strategist – Platform Distribution
$130,000–$170,000 year
HybridNew York City, New York, United States or Charlotte, North Carolina, United States
Job Summary
Build credibility with clients through investment expertise and strong relationship management with manager research and discretionary portfolio management teams. Develop and maintain relationships with key decision-makers to identify current and future opportunities, while collaborating across Allspring to share client insights and market intelligence. Support efforts to generate new recommendations, discretionary model placements, and sub-advisory mandates by applying a consultative approach to help clients make informed investment decisions. Effectively represent Allspring's investment capabilities and articulate their differentiation relative to competitors. Demonstrate strong organizational, prioritization, and multitasking skills in a fast-paced environment to manage competing priorities and drive results across multiple initiatives. Work in a hybrid model, requiring four days of in-office presence, with locations in Charlotte, NC, New York, NY, or Boston, MA.
Required Qualifications
- 5+ years of experience in one or a combination of the following: asset management sales, manager research, discretionary portfolio management, or investment consulting involving third-party investment solutions.
- Strong knowledge of the asset management industry, industry trends, and a broad range of investment products.
- Series 7 and 63 licenses.
- BA/BS degree.
- Remain in stationary position for prolonged periods of time
- Operate computer programs and software
- Ability to communicate effectively with audiences in person and in electronic formats
- Day-to-day contact with others (co-workers and/or public)
- Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
- Must be legally authorized to work in The United States without sponsorship now or in the future.
Desired Qualifications
- Experience working with professional buyers in the intermediary market, preferably in the independent B/D channel
- Knowledge of intermediary market business models, including broker-dealers, private banks, annuity providers, and TAMPs.
- Understanding of manager selection and professional buyer decision-making processes.
- Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs.
- Ability to work effectively in a collaborative team environment across multiple organizational levels.
- Demonstrated ability to drive results, manage competing priorities, and overcome obstacles.
- Strong analytical skills with experience synthesizing and evaluating data to support business initiatives.
- Excellent verbal, written, and interpersonal communication skills.
- Strong presentation and client-facing skills.
- Effective organizational, multitasking, and prioritization abilities in a fast-paced environment.
- Familiarity with Allspring investment products and solutions.
- Chartered Financial Analyst (CFA) designation or progress toward completion of the CFA program.
- MBA or other advanced degree in finance, economics, or a related field.
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