- Actively engage with portfolio specialists, product specialists and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate.
- Leverage in-house tools and dashboards to answer questions (via email or phone) coming from sales and/or FAs.
- Experts in navigating and assisting Advisors with the Portal, driving adoption of the Portal as it evolves.
- Create and maintain a database of accounts including internal coverage team, account inception, market value, strategy, correspondence history, and other key information.
- Collaborate with operations teams at Allspring and with the operations teams of our sponsor firms on ongoing matters.
- Direct Allspring sales professionals and/or FAs toward approved tutorials, strategy cheat sheets, marketing materials, quarterly strategy commentaries and product literature.
- Maintain and evolve an exhaustive FAQ document covering the following topics and use it to answer questions (via email or phone) coming from sales and/or FAs.
- Excellent active listening skills who can drive sales though consultative selling.
- Extremely organized, detail-oriented person who is process driven.
- Demonstrated experience and success supporting and selling SMA's
- Exudes a high degree of start-up initiative and related business acumen.
- Enthusiastic, forward-thinking person who thrives on enhancing processes.
- Dynamic team player, always looking to grow their personal skills.
- Must possess SIE, 7 and 63 licenses.
- 5+ years of experience selling and supporting investment products.
- CFA, CFP, MBA, or other similar advanced designations.
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SMA Internal Specialist - Menomonee Falls, United States - Allspring
Description
Elevate Your CareerWork where your ideas have impact
COMPANY
Allspring Global InvestmentsTM 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 visitAbout 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 SMA Internal Specialist will drive and support Allspring's Retail SMA business; including REMI, DSIP, and all other SMA strategies offered through Intermediaries.
RESPONSIBILITIES
The ideal candidate will exhibit a passion for being part of an exciting opportunity, helping to grow and support our Remi ecosystem and all related SMA products.
REQUIRED QUALIFICATIONS
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The 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)
