- 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
-
Client Advisor Associate
1 week ago
Allspring Global Investments Charlotte, United StatesElevate 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 insp ...
-
Associate Advisor, Wealth Management
3 days ago
Choreo Charlotte, United StatesAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and cou ...
-
Associate Advisor, Wealth Management
4 days ago
Choreo Charlotte, United StatesJob Description · Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast f ...
-
Senior Business Advisor
10 hours ago
USAA Charlotte, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
-
Associate Relations Advisor
6 days ago
Lowe's Mooresville, United StatesYour Impact. The primary purpose of this role is to investigate non-complex employee complaints/concerns escalated through the Company's open-door process. This roles will also provide management with feedback on disciplinary documents (performance i Relations, Associate, Advisor ...
-
Associate Relations Advisor
1 week ago
Lowe's Mooresville, United StatesThe primary purpose of this role is to investigate non-complex employee complaints/concerns escalated through the Company's open-door process. This roles will also provide management with feedback on disciplinary documents (performance improvement pl Relations, Associate, Advisor ...
-
Associate Financial Advisor
1 week ago
Bridge Financial Partners LLC Fort Mill, United StatesCompany Description · Bridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals. · Role Description · This is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort ...
-
Associate Relations Advisor
1 week ago
Lowe's Companies, Inc. Mooresville, United StatesExpand your career possibilities. · Thank you for dedicating your time and talent to Lowe's. We want to give you more opportunities to learn and grow, so if you find a position you're interested in below, we encourage you to apply · Find Your Home to More Possibilities. · Job Sum ...
-
Associate Relations Advisor
3 days ago
Lowe's Mooresville, United StatesExpand your career possibilities. · Thank you for dedicating your time and talent to Lowe's. We want to give you more opportunities to learn and grow, so if you find a position you're interested in below, we encourage you to apply · Find Your Home to More Possibilities. · Job ...
-
Morgan Stanley Charlotte, NC, United States Full timePOSITION SUMMARY · The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals · The Portfolio Management Associ ...
-
Client Associate
1 week ago
Wells Fargo Charlotte, United StatesAssist FINET independent Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client req Client Associate, Financial A ...
-
Client Service Associate
1 week ago
Cary Street Partners Charlotte, United StatesClient Service Associate · Summary of Expectations · The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. ...
-
Accelerated Tax Associate
1 week ago
H&R Block Charlotte, United States**510463BR** · **Title:** · Accelerated Tax Associate · **Our Company** **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe i ...
-
Senior Associate
6 days ago
RCQ Associates - Financial Markets Specialists Charlotte, United StatesSenior Associate - Infrastructure · Charlotte, NC (On-Site) · Our client has an opening for an Associate or Senior Associate within the Infrastructure group. You will serve in the company's Infrastructure team and be involved in all aspects of the investment process for the power ...
-
Block Advisors Tax Advisor
11 hours ago
H&R Block Charlotte, United States**499017BR** · **Title:** · Block Advisors Tax Advisor · **Our Company** · **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also belie ...
-
Director Asset Management
1 day ago
RETS Associates Charlotte, United StatesRETS Associates, on behalf of its Client, a real estate investment advisor and operator of over 15MSF across the US, is seeking a Director, Asset Management (Director) for its Southeast portfolio totaling approximately 2.5MSF of assets focused predominately on industrial and mult ...
-
Senior Compliance Associate
1 week ago
Larson Maddox Charlotte, United StatesA growing registered investment advisor is adding to their legal and compliance team and is looking for you to be the firms next Senior Compliance Associate This is an incredibly exciting time to join the firm as they are opening their first office in the Southeast - offering an ...
-
Compliance Associate
1 day ago
Larson Maddox Charlotte, United StatesA growing registered investment advisor is adding to their legal and compliance team and is looking for you to be the firms next Compliance Associate This is an incredibly exciting time to join the firm as they are opening their first office in the Southeast - offering an opportu ...
-
Financial Institution Audit Associate
1 week ago
Doeren hew Charlotte, United StatesFinancial Institution Audit Associate - Careers At Doeren Mayhew CPAs and Advisors · Share with friends or Subscribe · Back To Openings · Financial Institution Audit Associate · Department: · Financial Institutions Group - External Audit · Location: · Charlotte, NC · START ...
-
Investment Consultant
1 week ago
Fidelity TalentSource LLC Charlotte, United StatesJob Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importan ...
Client Advisor Associate - Charlotte, 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 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
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 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)
