Senior Wealth Specialist
$160,000–$200,000 year
RemoteUnited States or Charlotte, North Carolina, United States
Job Summary
Promote Allspring's complete solution set to create leverage for sales teams through referral activity and identify execution strategies that elevate the brand and grow market share. Cultivate relationships with client firms and local leadership to expand access, while collaborating with distribution partners to develop regional sales strategies that maximize execution efficacy. Present the firm's capabilities and investment views to centers of influence, highlighting opportunities within their territory goals and recommending solutions to align client holdings with portfolio performance. Collaborate with regional leadership, investment specialists, and client portfolio managers to adopt Allspring's strategies broadly, acting as an extension of their firms' sales execution efforts. This role requires working in-office four days per week in Charlotte, NC, or Chicago, IL, with up to 75% travel.
Required Qualifications
- Strong investment and capital markets knowledge
- Ability to represent Allspring's expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs
- Persuasive communicator
- Ability to influence key stakeholders and present at regional and national events
- Work in-office 4 days per week
- Location in Charlotte, NC or Chicago, IL
- The ability to understand and distill complex investment strategy and research concepts
- Possess a very strong understanding of the firm's investment strategies, capabilities, and portfolio construction views
- Understanding of tax-advantaged investing strategies and demonstrable success in growing adoption of tax-managed solutions
- Strong understanding and experience working in the wealth management / retail brokerage market segment
- 5+ years of experience in one or a combination of the following: business development/sales, financial services consulting or investment research
- Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)
- Ability to travel up to 75% of the time
- Ability to work independently and collaboratively in a cross-functional environment
- Remain in stationary position for prolonged periods 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
- Applicants must be legally authorized to work in The United States without sponsorship now or in the future
Desired Qualifications
- Leadership experience
- 5+ years of brokerage or wealth management experience
- Knowledge and understanding of investment products, asset allocation, operations, and the servicing requirements
- Knowledge and understanding of investment analysis
- Skilled in assessing investment information to build financial plans and determine appropriate business and client resolution
- Strong presentation skills
- Chartered Financial Analyst (CFA or equivalent experience), Certified Public Accountant (CPA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) designation
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