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San Francisco, CA, USPosted 3 days ago
hybrid

Job Description

The Wealth Specialist is a regional subject matter expert who represents Allspring’ s full investment platform and the CIO’s views. This role is focused on expanding adoption of customized investment solutions across the wealth management segment. Working in-market alongside Regional Directors, the Wealth Specialist drives growth of Allspring’s SMA platform by articulating competitive advantages and integrating them into client portfolios. The Wealth Specialist will lead efforts to communicate the unique strengths of Allspring’s investment teams and how they align with client goals. This role connects the firm’s investment strategy, research, and portfolio solutions with the advice provided by client...
Senior Wealth Specialist at Allspring Global Investments Holdings, LLC | Renata