Job Description
WHO WE ARE
Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.
As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs.
In the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in.
Position Overview
The Associate, Institutional Business Development will be responsible for supporting a team of (2-3) senior distribution colleagues in Institutional Sales, Consultant Relations, and Relationship Management in driving their respective business plans by collaborating with internal partners to ensure all resources at Aberdeen are being used to maximize the efficiency and effectiveness of the sales and client relationship process.
Key Responsibilities
- Shadow your senior Institutional Sales, Consultant Relations, and/or Relationship Management team in all aspects of their job and fully understand their territory, channel, clients, and consultant relationships.
- Coordinate all aspects of your team’s external meetings including preparation, meeting materials and post meeting follow-up.
- Responsible for the accuracy of your team’s client, prospect and consultant contact information and pipeline details in Salesforce.
- Responsible for market intelligence for your team to uncover any industry trends, search activity, competitor activity, etc. that can lead to opportunities for your team and establish plans to capitalize on this information advantage.
- Identify the appropriate target audiences for Aberdeen’s focus strategies and work with your team to ensure touchpoints are made with those plans via the most effective medium.
- Responsible for the screening and coordination of RFPs including prequalification, review, and coordination of fee proposals.
- Screen industry conference attendee lists in advance of events and coordinates an outreach strategy each decision maker prior to event.
Qualifications
- Bachelor’s degree required.
- Series 7 required.
- 2-5 years of institutional asset management experience preferred
- Understanding of the various institutional channels including public funds, corporate, endowment and foundation, Taft- Hartley and insurance market segments as well as institutional consultants.
- An exceptional colleague with the ability to support a team up to 3 senior team members simultaneously.
- A strong ability to multi-task.
- Excellent written and verbal communication skills.
- Strong analytical ability and understanding of investment products and capital markets.
- Ability to build and maintain positive relationships with both external and internal business partners.
- Strong organizational skills and attention to detail.
What We Offer
- Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services.
- Health, Dependent and Commuter Flexible Spending Plans.
- Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options.
- Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested!
- Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays.
- Paid Parental, Adoption, and Family Sick/Caregiver leave programs.
- Volunteer Days and Study Time to focus on what is important to you!
- Make a donation to your favorite Charity and Aberdeen will match up to $500 per year!
- Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities.
- Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance.
- Wellness program including Nutritional Counselling and Gym Membership Reimbursements.
How We Create Value
- Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here.
Our Inclusive Culture
- We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.
- We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist. You can find out more about our inclusive culture here.
- Aberdeen is an affirmative action - equal opportunity employer.
We are an affirmative action - equal opportunity employer. We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
