Overview
Allspring is seeking a senior Consultant Relations leader to lead and evolve our engagement model with the institutional investment consultant community. This player-coach role will manage a team of consultant relations professionals while also directly owning strategic firm coverage. The role will focus on securing new ratings, defending and maintaining existing ratings, and commercializing consultant support into funded opportunities, with a particular emphasis on OCIO platforms and discretionary assets.
The successful candidate will help move Allspring from a primarily regional consultant coverage model to a more integrated approach that blends firm-tiering, regional engagement, and specialized coverage across research, OCIO, and field consultant channels. This leader will bring a proactive, commercial, and creative mindset that helps the team move beyond responding to searches already in market and toward creating demand, shaping consultant conversations, and positioning Allspring earlier in the decision-making process.
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
Leadership
- Lead and evolve Allspring’s Consultant Relations team, setting strategy, priorities, and execution standards across consultant research, OCIO, and field consultant engagement.
- Build and develop a high-performing team while directly managing strategic consultant relationships and firm coverage.
- Foster a culture of collaboration and transparency where information, ideas, market intelligence, and best practices are shared openly to maximize team effectiveness and client outcomes.
- Drive an integrated coverage model that combines firm-tiering, regional engagement, and specialized consultant channels.
- Foster a proactive, commercially minded culture that shapes consultant conversations and positions Allspring earlier in the decision-making process.
- Drive accountability for ratings progress, relationship development, pipeline growth, and business outcomes.
Knowledge
- Deep understanding of the institutional consultant marketplace, including manager research, ratings processes, OCIO platforms, client search activity, and discretionary portfolio construction.
- Strong knowledge of how consultant research, ratings, and OCIO decision-making influence asset flows and business opportunities.
- Ability to engage credibly with senior investment professionals on investment strategy, portfolio construction, risk, implementation, market trends, and client outcomes.
- Provide thought leadership and market intelligence on consultant, OCIO, and industry trends.
Sales & Consulting
- Lead Allspring’s consultant engagement strategy focused on securing new ratings, enhancing existing ratings, and commercializing consultant support into asset growth.
- Build and deepen relationships with investment consultants, OCIO providers, manager research teams, field consultants, and discretionary decision-makers.
- Develop engagement strategies for priority consultant firms in partnership with investment teams, product strategy, sales, and client relations.
- Advance Allspring’s OCIO strategy by increasing engagement with discretionary asset allocators and portfolio decision-makers.
- Connect consultant advocacy, ratings progress, and relationship development to funded opportunities and business growth.
Intelligent Distribution
- Utilize consultant segmentation, firm-tiering, and market intelligence to prioritize resources and maximize business opportunities.
- Leverage data, consultant insights, and ratings activity to identify areas of growth and strengthen strategic relationships.
- Position Allspring’s investment capabilities within consultant research, asset allocation, and portfolio construction frameworks.
- Translate consultant and OCIO trends into actionable insights for distribution, investment, and product teams.
Business Management
- Establish clear priorities, execution standards, and operating processes across consultant research, OCIO, and field engagement activities.
- Promote cross-functional collaboration and transparency across investment teams, product strategy, sales, marketing, client service, and leadership to ensure consultant insights and opportunities are broadly shared and acted upon.
- Drive disciplined execution across multiple consultant firms, strategies, and internal stakeholders.
- Maintain strong organizational discipline, judgment, follow-through, and communication practices.
- Monitor and manage progress against key objectives, including ratings, relationship development, consultant advocacy, and asset growth.
- Compliance and legal adherence
Qualifications
Required Qualifications
- 10+ years of experience in consultant relations, institutional distribution, OCIO coverage, or a related asset management role, with strong relationships across the institutional consultant community.
- Strong understanding of the institutional investment consultant marketplace, including manager research, ratings processes, client search activity, OCIO platforms, and discretionary portfolio construction.
- BA/BS Required
- Series 24/7/63
- 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
- CFA Charterholder
- CIMA, CAIA, etc.
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: $250,000 - $300,000
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
