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Wholesaler Associate 2

Employer
Allspring Global Investments Holdings, LLC
Location
Menomonee Falls, Wisconsin
Salary
Base + Bonus
Closing date
Jul 1, 2022

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Job Function
Wholesale Sales
Industry Sector
Asset Management
Employment Type
Full Time

Job Details

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.  

RESPONSIBILITIES:

  • 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.  

REQUIRED QUALIFICATIONS:

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

DESIRED QUALIFICATIONS:

  • 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.

 

 

 

 

Company

Rooted in decades of trusted asset management experience, Allspring is staying true to its core investment roots while reinventing itself. A company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.

Company info
Website
Location
Director of Accounts Payable
10715 David Taylor Drive, Suite 400
Charlotte
NC
28262
US

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