Regional Director – Northern California/Nevada

DirectorDirectorFull TimeRemoteTeam 1,001-5,000Company SiteLinkedIn

Location

California + 1 moreAll locations: California, Nevada

Posted

14 days ago

Salary

Not specified

5 yrs expEnglish

Job Description

• Collaborating with 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 business management ideas. • 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 home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels. • Partner with COIs to increase reach and deepen advisor relationships. • Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.

Job Requirements

  • 5 years minimum of sales experience required bringing experienced relationships and sales success with top Financial Advisory firms and advisors.
  • Experience exceeding established performance goals.
  • Solid knowledge of industry-specific needs, constraints, and opportunities for wealth and investment management.
  • FINRA Series 7 and 63 (or 66)
  • Live in major metro center of territory
  • Results-oriented drive to succeed with a strong service orientation, high energy, a sense of urgency, a strong work ethic, an entrepreneurial mindset within the context of a large public company, and an excitement toward building a business.
  • The ability, gravitas, and credibility to draw consensus across Allspring in support of structuring creative solutions.
  • Integrity and the personal presence to represent Allspring with enthusiasm and distinction.
  • 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.

Benefits

  • None specified

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