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SMA Internal Specialist - MENOMONEE FALLS, WI,

Job Information

Job Order ID :
WI3663120
# of Positions :
1
Experience Required :
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Description Elevate Your Career Work where your ideas
have impact 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 . 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 SMA Internal
Specialist will drive and support Allspring\'s Retail SMA business;
including REMI, DSIP, and all other SMA strategies offered through
Intermediaries. 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 the 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 cheat 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\... For full info follow application link. 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. \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/287ECEC0E6EB4196

Company Information

Name :
WELLS FARGO ASSET MGMT HOLDING

Application Information

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