Investment Strategist – Platform Distribution

Overview

Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams ("professional buyers").

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s):
Charlotte, NC or Milwaukee, WI

• Build credibility with clients through investment expertise, strong relationship management, and industry knowledge.
• Develop and maintain relationships with manager research teams, discretionary portfolio managers, and other key decision-makers to identify current and future opportunities.
• Collaborate across Allspring to share client insights, market intelligence, and best practices.
• Foster a culture of collaboration, transparency, and a “give first” mentality, where information, ideas, and opportunities are shared openly across teams.
• Contribute to Allspring and Platform Team thought leadership initiatives.

• Strong understanding of the asset management industry, industry trends, and a broad range of investment products and solutions.
• Knowledge of intermediary market business models, including broker-dealers, private banks, annuity providers, and TAMPs.
• Understanding of manager selection processes and professional buyer decision-making frameworks.
• Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs.
• Ability to synthesize market developments, industry trends, and client feedback into actionable insights.

• Support efforts to generate new recommendations, discretionary model placements, and sub-advisory mandates.
• Maintain and strengthen existing recommendations, placements, and mandates.
• Effectively represent Allspring’s investment capabilities and articulate their differentiation relative to competitors.
• Partner with key account teams to develop and execute client-specific engagement strategies.
• Apply a consultative approach to help clients make informed investment decisions and identify appropriate investment solutions.

• Develop relationships with manager research and discretionary portfolio management teams to uncover and advance business opportunities.
• Share industry developments, market intelligence, and client feedback with portfolio managers and internal stakeholders.
• Leverage data, insights, and market knowledge to support business development efforts and strengthen platform relationships.
• Identify trends and opportunities across professional buyer channels to help inform distribution strategy and resource allocation.

• Demonstrate strong organizational, prioritization, and multitasking skills in a fast-paced environment.
• Effectively manage competing priorities and drive results across multiple initiatives and stakeholders.
• Work collaboratively across organizational levels to support platform, distribution, and investment team objectives.
• Utilize strong analytical, communication, presentation, and client-facing skills to support business growth and relationship management.
• Compliance and legal adherence.

• 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…