Head of DCIO, Global Portfolio Strategy
Allspring Global InvestmentsAbout the role
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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
Develop and drive the execution of the intermediary DCIO strategy and sales effort in the context of the broader Allspring retirement strategy. As the Head of DCIO, you will lead a team of Defined Contribution Investment field specialists and operate in a player-coach capacity across the National Account function to grow our presence in the DCIO market. We are looking for a leader who embodies collaboration, transparency and accountability who will inspire and mobilize a team to provide our clients with clarity and confidence regarding investment solutions for their end clients.
RESPONSIBILITIES
- Lead, develop and inspire a team of DCIO National Account and field specialists
- Identify and influence decision makers at the highest level of DC Aggregator and Recordkeeper organizations that improve the depth of relationships and grow Allspring’s AUM through partnerships that include solutions on recommended lists, PEPs, 3(28)’s, managed accounts and other model opportunities.
- Collaborate deeply across distribution and with internal teams including marketing, Institutional and Retail sales teams, product and investment teams to create consistent client experiences.
- Build, maintain, and execute upon complex and detailed distribution plans for assigned consultants to grow Allspring AUM
- Manage complexity and operate across business units
- Be a visible and credible presence in the industry.
- Achieve key performance indicators: Business development, Client Satisfaction, Career Development and Operational Effectiveness
- Build and maintain a culture of high performance and client focus that distinguishes the Allspring experience
CANDIDATE
Ideal candidate is adept at independent decision making and problem solving. Consistently exceeds service needs of consultants and their underlying clients to produce significant and tangible growth and retention of AUM and revenue. Strong interpersonal skills and ability to communicate effectively both with internal and external stakeholders.
REQUIRED QUALIFICATIONS
- 10+ years in the Defined Contribution market
- Bachelor’s degree
- CIMA or CFA designation preferred
- FINRA Series 7, 63 and 24 licenses
- Domain expertise in defined contribution space and exceptional investment acumen
- Strong collaboration, partnership, influence, and interpersonal skills.
- Proven analytical and problem-solving skills
- Strong presentation and public speaking skills
- Track record of building high performing diverse teams
- Demonstrated passion for developing and nurturing client relationships and strong industry contacts
- Approximately 50% of travel time required
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