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About the Role

The Wealth Specialist is a regional subject matter expert representing Allspring’s investment platform and CIO’s views, focused on expanding adoption of customized investment solutions within the wealth management segment. This role drives growth by articulating competitive advantages and integrating them into client portfolios, acting as an extension of Allspring’s PM, Analytics, and CIO office. Strong investment and capital markets knowledge is essential, particularly with tax-aware solutions like Remi for direct indexing and custom fixed income SMAs. The specialist will build relationships with senior leaders, financial advisors, and centers of influence, acting as a persuasive communicator and presenter at events. Collaboration with National Accounts, field distribution, and Sales Execution is key to driving growth and elevating Allspring’s investment brand.

Responsibilities

Promote Allspring's complete solution set to create leverage for sales teams through referral activity.
Identify execution strategies that will elevate the Allspring brand and grow market share.
Cultivate relationships with client firms and expand Allspring's access with local leadership.
Collaboratively work with Allspring distribution partners to develop regional sales strategies to maximize executional efficacy.
Present Allspring's capabilities and investment views to COIs to highlight areas of opportunity within their territory goals and recommend potential solutions to better align client holdings and portfolio performance.
Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms’ sales execution effort.

Requirements

The ability to understand and distill complex investment strategy and research concepts.
Possess a very strong understanding of the firm’s investment strategies, capabilities, and portfolio construction views.
Understanding of tax-advantaged investing strategies and demonstrable success in growing adoption of tax-managed solutions.
Strong understanding and experience working in the wealth management / retail brokerage market segment.
5+ years of experience in one or a combination of the following: business development/sales, financial services consulting or investment research.
Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents).
Ability to travel up to 75% of the time.
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.
Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Skills

Investment strategy
Research concepts
Investment strategies
Portfolio construction
Tax-advantaged investing
Tax-managed solutions
Wealth management
Retail brokerage
Business development
Sales
Financial services consulting
Investment research
FINRA Series 7
FINRA Series 63
Presentation skills
Investment products
Asset allocation
Operations
Servicing requirements
Investment analysis
Financial plans
Client resolution

Location

San Francisco, CA
Walnut Creek, CA

Work Type

Hybrid
Full-time

Experience Level

5+ years of experience in business development/sales, financial services consulting or investment research
5+ years of brokerage or wealth management experience

Education Level

Chartered Financial Analyst (CFA or equivalent experience)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Certified Investment Management Analyst (CIMA)

Salary/Compensations

Base Pay Range: $130,000 - $160,000

Benefits

Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

About the Company

Allspring’s full investment platform and the CIO’s views.
Allspring’s SMA platform
Allspring’s investment teams
Allspring’s expanding tax-aware solutions
Remi, our platform for direct indexing and custom fixed income SMAs.
Allspring’s investment brand.

Equal Opportunity

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