Regional Director - DCIO

extra holidays - extra parental leave
Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum of 5 years of sales experience with a proven track record., Established relationships with top Defined Contribution advisory teams., Solid knowledge of the Defined Contribution marketplace and investment management industry., FINRA Series 7 and 63 (or 66) certifications..

Key responsibilities:

  • Service Defined Contribution advisory practices across the Mid-West region.
  • Promote mutual funds and collective investment trusts within the assigned territory.
  • Develop and execute a territory plan to deepen existing client relationships and build new ones.
  • Partner with internal and external teams to deliver comprehensive service and distribution partnerships.

Allspring Global Investments logo
Allspring Global Investments Financial Services Large https://allsprg.co/socialguide
1001 - 5000 Employees
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Job 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

As a Defined Contribution Investment Specialist at Allspring Global Investments, you will have the opportunity to drive sales and make a significant impact. You will be responsible for strategically servicing Defined Contribution advisory practices across the Mid-West region of the United States. Your main objective will be to promote our world-class suite of mutual funds and collective investment trusts (CITs) within your assigned territory. 

RESPONSIBILITIES

  • Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands, enabling us to better serve our Defined Contribution clients.
  • Exceed goals by servicing a focused list of Defined Contribution advisors and consultants.
  • Deliver value to our clients through demonstrated marketplace knowledge and technical expertise within the retirement plan industry. Present relevant value-add content to our client base on key industry topics. 
  • Partner with National Account colleagues to deliver firm wide service within assigned DC focused firms.
  • Develop and execute a territory plan deepen existing client relationships and build new advocates, ensuring exposure of our focus products.
  • Demonstrate successful distribution partnerships across both internal and external distribution channels (Wealth Management, RIA, Recordkeepers, Third Party Administrators, etc.)

REQUIRED QUALIFICATIONS

  • Minimum of 5 years of sales experience, with a proven track record of success and established relationships with top Defined Contribution advisory teams.
  • Experience surpassing established performance goals, showcasing your ability to consistently achieve outstanding results.
  • Solid knowledge of the Defined Contribution marketplace and investment management industry, including its unique needs, constraints, and opportunities.
  • FINRA Series 7 and 63 (or 66) certifications.
  • Reside within the territory.
  • Focused on achieving goals, motivated to excel, and dedicated to providing excellent service.
  • High energy, sense of urgency, and a strong work ethic.

PREFERRED QUALIFICATIONS

  • Excellent relationship building skills, combined with the ability to thrive in a collaborative team environment.
  • Strong presentation abilities with exceptional written, verbal, and interpersonal communication skills.
  • Self-motivated individual with the ability to prioritize tasks across a large opportunity set.
  • Professional Designation is preferred, but not required.

Base Pay Range: $130,000 - $170,000

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-AM1

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.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Presentations
  • Sales
  • Relationship Building
  • Non-Verbal Communication
  • Self-Motivation
  • Time Management
  • Goal-Oriented
  • Strong Work Ethic

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