Regional Director – Northern California/Nevada
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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