Investment Strategist - Platform Distribution
$130k - $170kAllspring Global Investments Holdings, LLC
Overview Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). We currently operate in a hybrid working model, whereby you will be required to work in‑office 4 days per week. Location(s): Charlotte, NC or Milwaukee, WI Responsibilities Leadership Build credibility with clients through investment expertise, strong relationship management, and industry knowledge. Develop and maintain relationships with manager research teams, discretionary portfolio managers, and other key decision‑makers to identify current and future opportunities. Collaborate across Allspring to share client insights, market intelligence, and best practices. Foster a culture of collaboration, transparency, and a “give first” mentality, where information, ideas, and opportunities are shared openly across teams. Contribute to Allspring and Platform Team thought leadership initiatives. Knowledge Strong understanding of the asset management industry, industry trends, and a broad range of investment products and solutions. Knowledge of intermediary market business models, including broker‑dealers, private banks, annuity providers, and TAMPs. Understanding of manager selection processes and professional buyer decision‑making frameworks. Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs. Ability to synthesize market developments, industry trends, and client feedback into actionable insights. Sales & Consulting Support efforts to generate new recommendations, discretionary model placements, and sub‑advisory mandates. Maintain and strengthen existing recommendations, placements, and mandates. Effectively represent Allspring’s investment capabilities and articulate their differentiation relative to competitors. Partner with key account teams to develop and execute client‑specific engagement strategies. Apply a consultative approach to help clients make informed investment decisions and identify appropriate investment solutions. Intelligent Distribution Develop relationships with manager research and discretionary portfolio management teams to uncover and advance business opportunities. Share industry developments, market intelligence, and client feedback with portfolio managers and internal stakeholders. Leverage data, insights, and market knowledge to support business development efforts and strengthen platform relationships. Identify trends and opportunities across professional buyer channels to help inform distribution strategy and resource allocation. Business Management Demonstrate strong organizational, prioritization, and multitasking skills in a fast‑paced environment. Effectively manage competing priorities and drive results across multiple initiatives and stakeholders. Work collaboratively across organizational levels to support platform, distribution, and investment team objectives. Utilize strong analytical, communication, presentation, and client‑facing skills to support business growth and relationship management. Compliance and legal adherence Qualifications Required Qualifications 5+ years of experience in one or a combination of the following: asset management sales, manager research, discretionary portfolio management, or investment consulting involving third‑party investment solutions. Strong knowledge of the asset management industry, industry trends, and a broad range of investment products. Series 7 and 63 licenses. BA/BS degree. Remain in stationary position for prolonged periods of time Operate computer programs and software Ability to communicate effectively with audiences in person and in electronic formats Day‑to‑day contact with others (co‑workers and/or public) Ability to work in a collaborative business environment in close quarters with peers and varying interruptions. Preferred Qualifications Experience working with professional buyers in the intermediary market, preferably in the independent B/D channel Knowledge of intermediary market business models, including broker‑dealers, private banks, annuity providers, and TAMPs. Understanding of manager selection and professional buyer decision‑making processes. Working knowledge of investment product structures, including Mutual Funds, Managed Accounts, and ETFs. Ability to work effectively in a collaborative team environment across multiple organizational levels. Demonstrated ability to drive results, manage competing priorities, and overcome obstacles. Strong analytical skills with experience synthesizing and evaluating data to support business initiatives. Excellent verbal, written, and interpersonal communication skills. Strong presentation and client‑facing skills. Effective organizational, multitasking, and prioritization abilities in a fast‑paced environment. Familiarity with Allspring investment products and solutions. Chartered Financial Analyst (CFA) designation or progress toward completion of the CFA program. MBA or other advanced degree in finance, economics, or a related field. Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future. Compensation Base Pay Range: $130,000 - $170,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non‑annual incentive or sales plans.) #LI-Hybrid
#LI-AM1
Disclosure 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 #J-18808-Ljbffr Allspring Global Investments Holdings, LLC- Allspring Global Investments seeks a sales and relationship management professional to grow presence with intermediary and wealth management firms in Charlotte, NC or Milwaukee, WI. The role emphasizes engagement with manager research and discretionary portfolio management...PlatformWork at office
- Allspring Global Investments Holdings, LLC is seeking a senior sales/relationship role aimed at expanding presence with intermediary and wealth management professionals in Charlotte or Milwaukee. The role entails strategic engagement with manager research and discretionary...PlatformWork at office
$130k - $170k
Investment Strategist - Platform Distribution Location: US-NC-Charlotte; Additional Locations: US-WI-Milwaukee; Position Type: Full-Time Overview Sales and relationship management role focused on growing Allspring's presence and market share within intermediary and wealth...PlatformFull timeWork at office- Allspring Global Investments is seeking an Investment Strategist for Platform Distribution in Charlotte, NC. The role is hybrid, with in-office work required four days per week, and focuses on growing presence within intermediary and wealth management organizations through...PlatformWork at office
- Job Description Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought... ...content to support Dimensional's product strategy across all distribution channels. These efforts span new product launches, product...Suggested
- ...Product Management professional to support the full range of US investment solutions, including ETFs, mutual funds, models, SMAs and... ...collaborate with multiple departments to drive product strategy across distribution channels. The role requires a Bachelor's degree and 5+ years...
$116.2k - $229.1k
...enterprise resource planning, enterprise performance management, cloud platforms, and artificial intelligence-enabled tools.Analyze finance... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...PlatformLocal area- ...create meaningful value for our clients, business, and the broader investment ecosystem. In this highly visible role, you will serve as one... ..., and determine market readiness.Evaluates external platforms, vendors, and ecosystem partners, providing strategic input on...PlatformFull time
- ...blocks required to convert to an AI-first organization, including technology and AI platform blueprint, data strategy and future-ready operating model.Create the business case, investment profile and roadmap to deliver on the strategy (including revenue upside as well as...PlatformFull timeWork experience placementLive inWork at officeLocal area
$130.9k - $251.9k
...adoption, consumption, workload modernization, and long term platform commitments that accelerate both customer outcomes and Microsoft... ...senior voice of the customer within Microsoft, influencing investment decisions, product direction, and executive sponsorship models...PlatformOngoing contractWork at officeLocal area- ...design and development, cloud-native architectures, enterprise platforms, data engineering, and emerging technologies, including... ...LangGraph, ADK, Agentic WebCloud (AWS / Azure / GCP)Microservices & Distributed SystemsAPI Platforms & IntegrationData Engineering & AnalyticsCybersecurity...PlatformFull timeTemporary workRelocation
- ...confidently from legacy systems to modern platforms while ensuring data integrity, business... ...outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration... ...to position migration as a strategic investment and critical path to business enablement...PlatformTemporary workLocal area
- ...STRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING! Design Thinking Strategist Charlotte, NC (Hybrid/Onsite) 12+ Months W2 Contract... ...(e.g., cloud-native patterns, APIs, event-driven design, data platforms) Ability to connect process, data, systems, and users...PlatformContract work
- ...implementing a wide variety of on-premises and cloud data management platforms and technologies.Proven track record of assessing traditional... ...of data sources, and the solution delivery of real-time data distribution (e.g., Kafka, Kinesis, Flink), NoSQL (e.g., MongoDB, DynamoDB...PlatformWork at officeRemote workVisa sponsorshipWork visaFlexible hours
- ...Job Description SummaryThe Lead Learning Strategist leads the learning strategy for the... ...strategic direction to ensure learning investments are aligned to enterprise priorities and... ...of innovative learning technologies and platforms to enhance training accessibility and effectiveness...PlatformFull timePart timeWork at officeShift workDay shift
- Truist is seeking a senior data architect to design data architecture standards and solutions across data engineering, data platforms, AI/ML platforms, and related self-service tools. You will partner with technology and business teams to translate requirements into scalable...Platform
- Allspring Global Investments Holdings, LLC is seeking an SMA Implementation Analyst in Charlotte, NC to support the growth of our Custom SMA platform. The role focuses on building scalable, risk-aware portfolio‑implementation processes within the SMA Portfolio Implementation...Platform
$157.2k
...component of the firm’s Wealth Strategy platform, operating at the intersection of... ...family enterprise planning. The Wealth Strategist serves as an advisor on the most complex... ...personal trusts, living trusts, wills, investment management, custody, financial consulting...PlatformWork at office- ...clients, financial professionals, and internal teams to propose and implement strategic education meeting solutions across multiple platforms. You will evaluate plan design and participant data to tailor education topics, adapt established resources, and contribute to...Platform
$60k - $100k
Growth Strategist Overview The Growth Strategist is the core of our new agency model, serving as the strategic partner for our clients.... ...agency’s innovation by identifying opportunities for testing new platforms and strategies. Ideal Candidate Traits Proactivity - You...PlatformRemote work- Brand Strategist This is a hybrid role requiring in-office work Tuesday-Thursday in Charlotte, NC. Applicants must be local to the Charlotte... ...subscribers, portal users) Leverage research tools, analytics platforms, and AI technologies to elevate strategic recommendations...PlatformWork at officeLocal area
$120k - $160k
...connecting emerging opportunities to enterprise, business, and investment goals. We identify, assess, and rank tokenization use cases... ..., and gauge market readiness. We review external platforms, vendors, and ecosystem partners, offering strategic input on...PlatformFull timeShift work- ..., helping clients maximize the impact and ROI of their sports investments. Leverage fan and consumer data to create audience segmentation... ...with digital product teams to develop and refine fan‑centric platforms, loyalty programs, and interactive experiences that drive...PlatformFull timeVisa sponsorshipWork visaShift work
$110k - $160k
...oriented Sr. Trading Systems Application Strategist with expertise in order management... ...electronic trading venues, and market data platforms. This role carries meaningful... ...environments. Strong understanding of investment management operations, trading workflows...PlatformWork at office- PwC’s Bank Platform Transformation team is seeking a Testing Strategy & Planning Lead - Manager to steer testing initiatives across core banking technology. You will guide strategy, mentor staff, coach teams, and ensure solutions meet client expectations, delivering high...Platform
- ...Wealth Omni Digital Senior Strategist partners across enterprise digital... ...for Truist Wealth and investment clients, advisors and teammates... .... Support the creation and distribution of teammate training... ...initiatives, including digital platforms, AI‑enabled tools, automation...PlatformPermanent employmentFull timePart timeH1bWork visaShift workDay shift
$45 per hour
...the organization has enough confidence to invest. Influence product strategy, shape AI-... ...pause or stop. Lead Product Experience Strategist. Influence the portfolio... ...concise recommendations that improve roadmap, platform and investment decisions. Experience...PlatformLocal area- Bank of America in Charlotte, North Carolina is seeking a Financial Advisor responsible for defining the investment management philosophy. The role includes developing investment strategies, preparing client performance reports, and ensuring alignment with client goals...
$130k - $155k
Allspring Global Investments is looking for a Senior Investment Writer to shape and deliver thought leadership that drives commercial outcomes. This role involves creating impactful content with teams across the organization. Applicants should have a strong background in...Work at office- ...recommendations, garnered from reporting and observations, to Portfolio Strategy and Reporting Manager regarding the performance of the WCD platform to guide strategic decisions4. Partner with the Wholesale Business Enablement Data Analytics team as well as Enterprise partners...PlatformFull timePart timeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Strategist - Platform Distribution. Be the first to apply!
- workplace strategist Charlotte, NC
- senior brand strategist Charlotte, NC
- business strategist Charlotte, NC
- communications strategist Charlotte, NC
- digital strategist Charlotte, NC
- strategy consultant Charlotte, NC
- technology strategist Charlotte, NC
- account strategist Charlotte, NC
- design strategist Charlotte, NC
- media strategist Charlotte, NC


