- Provide planning and support to the team's Insurance Client Advisors, Vice Presidents, and Associates in business development and client retention activities and tasks related to large and complex insurance clients, prospects, and related consultants
- Create client presentations, prepare marketing and pitch materials, and manage the deliverables and questionnaire process
- Responsible for preparation of competitive and market analysis, interpreting the data and making recommendations based on the analysis
- Develop and analyze complex client reports and commentaries, working closely with portfolio managers and other internal teams to deliver relevant materials to clients
- Lead various projects including identifying resources, establishing timeframe and managing to milestones
- Resolve complex operational, systems-related and/or issues for internal and external clients
- Develop a deep understanding of client/prospect/consultant needs and may consult certain relationships around investment strategy, performance, new solutions, and market developments
- Identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks
- Collaborate with team members in planning and executing cross selling opportunities with clients and prospects
- Bachelor's degree and strong academic background
- 0 -2 years of experience in a finance, accounting, or analytical field
- Excellent written and verbal communication skills
- Highly organized with an exceptional attention to detail and excellent follow-through
- Strong skills in MS Office (Excel, PowerPoint and Word
- Ability to work flexible hours when needed
- Positive attitude and strong work ethic
- Self-starter with the ability act as a trusted point of contact for colleagues, clients, and prospects
- Familiarity with fixed income and equity markets.
- Knowledge and understanding of the asset management industry and products
- Experience with Client Relationship Management (CRM) systems
- Active Series 7 license
- Progress toward, or desire to pursue CFA
- Ability to work independently and in a team environment
- Knowledge and understanding of revenue driven goals and their implications
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Client Advisor Associate - Charlotte, United States - Allspring Global Investments
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
The Client Advisor Associate is part of a dedicated Insurance Business Development, Relationship Management and Solutions team with ultimate responsibility for building out, growing, and supporting all activities associated with ensuring Allspring Global Investments remains a leader in the Insurance Asset Management space.
The Allspring Insurance Client Solutions Team offers customized and comprehensive investment solutions for all types of insurance companies - life, health, property and casualty, global reinsurers, captives and risk retention group. The Team is responsible for providing a broad range of solutions - utilizing the comprehensive fixed income and equities investment capabilities of Allspring for the client's general account, retirement and liquidity assets. This investment expertise helps to meet the unique needs of insurers of all sizes across North America and Bermuda.
RESPONSIBILITIES
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
Base Pay Range: $75,000 - $85,000
Salary Range for NYC candidates only.Actual based 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.)
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.
#LI-CD1
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
