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Regional Director – RIA
Location
California
Posted
115 days ago
Salary
0
Seniority
Lead
Job Description
Regional Director – RIA
Allspring Global Investments
• Drive sales and make a significant impact in the West region of the US • Promote and sell mutual funds, separately managed accounts, direct indexing, and more • Collaborate with sales management to provide feedback on industry trends • Achieve top-tier market share focusing on key RIAs • Keep financial advisors updated with investment strategies and business management ideas • Excel in specific asset classes and deliver proposals that exceed expectations • Strengthen existing partnerships and expand client access • Develop strategies to penetrate new markets and deepen existing relationships • Collaborate with investment strategy consultants to implement strategies
Job Requirements
- Minimum of 5 years of sales experience
- Proven track record of success with established relationships with top RIAs
- Solid knowledge of the wealth and investment management industry
- FINRA Series 7 and 63 (or 66) certifications
- Reside within the territory
- Focused on achieving goals and motivated to excel
- High energy and sense of urgency
- Ability to influence and draw consensus across Allspring
- Willingness to travel up to 80% of the time
Benefits
- Equal Opportunity/Affirmative Action Employer
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