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.
Key Responsibilities
Accountable for the marketing and sales of the suite of investment products offered by Aberdeen in the US. The territory would include eight states in the Southeast and all distribution channels. (AL, FL, GA, MS, NC, SC, TN, VA)
- Leads sales initiatives, identifies client needs, and coordinates efforts to serve assigned territory.
- Follows up on client contacts, calling on existing and potential clients.
- Provides clients with investment performance updates as well as general client service.
- Make presentations to existing and prospective shareholders/clients.
- Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs, and wire houses.
- Leads initiatives with intermediaries in defined territory.
- Strong sales skills and product knowledge.
- Conducts client meetings.
- Ensure timely recording of all significant client contact and activities in Salesforce.
Qualifications
- Bachelor's degree, preferably in investment management, finance, business, or related field.
- 5+ years of experience in investment management or related business.
- Broad base of contacts within financial advisor community (within specified territory).
- In-depth understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies.
- Prior ETF sales experience required.
- Excellent interpersonal, presentation, oral and written communication skills.
- Strong planning, organization, analytical and technical skills.
- Ability to manage multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and diligence.
- Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment.
- Moderate travel. (e.g., up to 33% of the time).
- NASD License Series 7 and 63 required.
- Position location is flexible, but the Philadelphia area preferred.
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.
