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$200k–$300k/yr
Full-time
Posted 2d ago
Apply by Aug 10
~40 hrs/week
Remote in California, United States
Responsibilities
The Senior Client Relationship Director will develop and execute institutional liquidity distribution strategies while managing relationships with clients and prospects in the Western region. They will collaborate with internal teams to deliver comprehensive investment solutions and drive firm-wide marketing initiatives.
Requirements
Candidates must have over 15 years of sales and relationship management experience, specifically with institutional liquidity clients. A deep knowledge of fixed income markets and active FINRA Series 7 and 63 licenses are required.
Full job description
Overview
Allspring is seeking to recruit a Senior Client Relationship Director within our Global Liquidity business who will focus on driving sales activity and relationship management with clients and prospects in the Western region. This individual will report to our Head of Global Liquidity Sales and will work closely with our portfolio management, product, marketing, and service & operations teams to bring the full breadth of the firm’s liquidity capabilities to clients and prospects in a thoughtful, engaging, differentiated and effective manner.
Location(s): California (San Francisco preferred)
Responsibilities
Developing and executing the institutional liquidity distribution and service strategy within the Western Region with both clients and prospects
Understanding the holistic needs of each client and prospect, including all possible pools of investable assets with distinct investment goals, parameters and requirements, by cultivating broad relationships across each organization
Securing new business from institutional liquidity investors in the West Region by turning high-profile prospects into clients
Cultivating existing client relationships within the Western Region to establish, grow, and retain liquidity management clients
Collaborating and partnering seamlessly with regional counterparts and internal partners and stakeholders, to develop superior client engagements and results across regions
Maintaining a culture of frequent and direct dialogue with clients and prospects, while understanding their needs, and delivering solutions
Understanding and staying current with Allspring’s broader business strategy to drive firm-wide initiatives
Deepening the region’s Allspring presence by driving marketing initiatives and client-focused events (i.e. industry events, a symposium, seminar, etc.) that can enhance and reinforce our brand of being a holistic, independent, best in class partner to our clients
Qualifications
Required Qualifications
15+ years of sales and relationship management experience selling directly to institutional clients; including 10+ years of direct sales experience with institutional liquidity clients
Successful track record of sales across both pooled products and separately managed accounts – specifically with institutional liquidity investors
Experience and success in assisting clients and prospects with investment policy creation and updates
Deep book of contacts in the Western region of the liquidity/short-duration market
Deep knowledge of fixed income markets and the liquidity landscape including products, competitors, platforms and regulations
Ability to travel up to 65% of the time
FINRA Series 7 and 63 licenses are required
Remain in stationary position for prolonged periods of time
Operate computer programs and software
Ability to communicate effectively with audiences in person and in electronic formats
Day-to-day contact with others (co-workers and/or public)
Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
Preferred Qualifications
Extensive knowledge of the asset management industry, trends, as well as a broad range of complex investment products and solutions
Strong, demonstrated sales and relationship management skills
Track record of intellectual curiosity
Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Compensation
Base Pay Range: $200,000 - $300,000
Actual base salary 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.)
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Disclosure
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
Related keywords
Senior Client Relationship DirectorGlobal LiquidityInstitutional SalesFixed IncomeFINRA Series 7FINRA Series 63Asset ManagementRelationship ManagementLiquidity ManagementBusiness StrategyInvestment PolicyClient RetentionMarket AnalysisPortfolio ManagementSales DistributionWestern Region
Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more.
Allspring Global Investments(TM) is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).
Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more.
Allspring Global Investments(TM) is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).