SMA Internal Specialist

Allspring Global Investments Holdings, LLC • Boston, MA

50d • Hybrid

About The Position

The SMA Internal Specialist will drive and support Allspring’s Retail SMA business; including REMI, DSIP, and all other SMA strategies offered through Intermediaries.
We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week.
Location(s): Milwaukee, WI, Boston, MA, or Charlotte, NC

Requirements

• 5+ years of experience selling and supporting investment products.
• Excellent active listening skills who can drive sales through consultative selling.
• Extremely organized, detail-oriented person who is process driven.
• Demonstrated experience and success supporting and selling SMA’s
• Exudes a high degree of start-up initiative and related business acumen.
• Enthusiastic, forward-thinking person who thrives on enhancing processes.
• Dynamic team player, always looking to grow their personal skills.
• Must possess SIE, 7 and 63 licenses.

Nice To Haves

• CFA, CFP, MBA, or other similar advanced designations.

Responsibilities

• Actively engage with portfolio specialists, product specialists and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate.
• Leverage in-house tools and dashboards to answer questions (via email or phone) coming from sales and/or FAs.
• Experts in navigating and assisting Advisors with our REMI Custom Proposal Portal, driving adoption of the Portal as it evolves.
• Create and maintain a database of accounts including internal coverage team, account inception, market value, strategy, correspondence history, and other key information.
• Collaborate with operations teams at Allspring and with the operations teams of our sponsor firms on ongoing matters.
• Direct Allspring sales professionals and/or FAs toward approved tutorials, strategy sheets, marketing materials, quarterly strategy commentaries and product literature.
• Maintain and evolve an exhaustive FAQ document covering the following topics and use it to answer questions (via email or phone) coming from sales and/or FAs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed