Senior Advisory Specialist - Midwest

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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 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 visit  About 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 Advisory Specialist is an expert in separately managed accounts and is passionate about working with Financial Advisors to improve client portfolios and enhance Allspring's tax-managed platform sales across the wealth management space.

This role requires strong relationship management skills, connecting home office leadership with field implementation. The Advisory Specialist collaborates closely with regional management, national sales, investment teams, and internal partners to co-develop and implement strategies that align Allspring’s solutions with customer objectives. Success in this role necessitates an approach that prioritizes teamwork and a strong ability to integrate seamlessly with cross-functional partners to deliver cohesive, customer-centric outcomes.

The Advisory Specialist works in-market, alongside the Regional Director to grow Allspring’s SMA platform by articulating our competitive advantages with the goal of integrating them into client portfolios. This is accomplished by engaging with senior decision-makers to identify and implement strategies that will enhance investment outcomes.

Ultimately, this role establishes high standards for sales and investment excellence—boosting Allspring’s brand, promoting internal collaboration, and enhancing client value through a cohesive approach.

RESPONSIBILITIES

• Work with regional leadership, Investment Specialists, and Client PMs to implement Allspring's strategies effectively.
• 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.
• Promote Allspring's complete solution set to build leverage for our sales teams through referral activity.
• Work together with Allspring distribution partners to improve regional sales strategies and increase executional efficacy.
• Share Allspring's capabilities and investment views with Financial Advisors and COIs, emphasizing opportunities and suggesting solutions to improve client portfolios.

REQUIRED QUALIFICATIONS

• 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