Overview
Allspring Global Investments is seeking a Client Segmentation and Strategy Consultant to join the Global Distribution COO team, reporting to the Client Segmentation and Strategy Director. This role is responsible for developing and executing a scalable, enterprise-wide client segmentation strategy across all distribution channels.
The consultant will partner closely with the Global COO organization, sales leadership, and field sales teams to identify growth opportunities, enhance segmentation frameworks, and improve sales effectiveness. The ideal candidate brings strong strategic thinking, analytical rigor, and a proven ability to influence sales outcomes.
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
Responsibilities
- Collaborate across all distribution channels to design, refine, and scale client segmentation strategies
- Deliver actionable insights and recommendations to sales teams and clients to support client acquisition, retention, and prioritization
- Support the development and enhancement of sales tools and resources, including CRM platforms, dashboards, and analytics solutions
- Monitor sales performance metrics, identify gaps, and recommend data-driven improvements
- Partner with the broader distribution COO team and across other key internal and external stakeholders in support of all client and sales needs.
- Support the thoughtful, incremental use of data and emerging AI-enabled capabilities to enhance client segmentation, improve insights, and inform sales strategy as tools and processes mature
Qualifications
Required Qualifications
- 5+ years of relevant experience in asset management and financial services ideally in business consulting and/or client-facing roles
- Strong proficiency in Microsoft Office (Excel, PowerPoint, Word) and Salesforce; experience with analytics tools such as Tableau, Power BI and or CRMA
- Demonstrated ability to analyze complex datasets and translate insights into clear, actionable recommendations
- Experience with third party data sets including Broadridge, SS&C Wallet Share, DB data packs, bright scope
- Excellent written, verbal, and presentation skills with the ability to communicate effectively to diverse audiences
- High integrity and professional presence, with the ability to represent Allspring with credibility and enthusiasm
- Strong relationship-building skills and the ability to thrive in a collaborative, fast-paced environment
- 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
- Deep understanding of asset management products, vehicles, services, and market dynamics
- Proven success working cross-functionally in dynamic, evolving environments
- FINRA Series 7 and 63 (or 66) licenses
- Strong problem-solving capabilities with excellent facilitation and presentation skills
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: $100,000 - $120,000
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.)
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