Wholesaler Associate 2

Menomonee Falls, Wisconsin
Base + Bonus
Jun 01, 2022
Jul 01, 2022
Job Function
Wholesale Sales
Industry Sector
Asset Management
Employment Type
Full Time

Allspring Global Investments has an opening for a Wholesaler Associate 2 role. As a Wholesaler Associate, you will focus on deepening relationships with existing financial advisors and identifying new sales opportunities, provide support for field wholesalers as a home office point of contact, and resolve complex questions regarding the mutual fund line-up, investment commentary and practice management solutions. You must have a strong ability to multi-task and prioritize while maintaining a flexible approach in a fast-paced environment.  


  • Call on Financial Advisors at various broker/dealers to communicate strategies that increase product sales within the Allspring Global Investments Funds.
  • Partner with field wholesalers to develop and execute on a territory business plan to meet and exceed territory gross and net sales goals. 
  • Utilize business tools to target key opportunities that align with corporate initiatives.  


  • 2+ years of sales experience. 
  • Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents).


  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to work effectively, as well as independently, in a team environment.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment.
  • Strong presentation skills.
  • Outstanding problem solving and decision-making skills.
  • 4+ years mutual funds sales or service experience. 
  • Business development, financial product sales, and consultative selling experience.





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