Associate Director of Business Development

Aberdeen; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Wealth & Investments group in the City of London seeks a proactive individual to manage relationships with financial advisers and drive sales opportunities. The ideal candidate will have exceptional sales skills and previous experience with Salesforce. This role offers a competitive benefits package, including 40 days of annual leave and a significant employer pension contribution.

Benefits

40 days annual leave

16% employer pension contribution

Discretionary performance-based bonus

Private healthcare

Flexible benefits including gym discounts

Qualifications

• Knowledge of the Adviser Industry Products, platforms, and regulations.
• Knowledge of Wealth Management, the DFM Industry, and Multi-Asset portfolio solutions.
• Excellent communication and sales skills.
• Track record in maintaining relationships with individuals at all levels.
• Previous use of Salesforce or equivalent CRM preferred.

Responsibilities

• Maintain 80 meaningful client contacts per month with Salesforce notes.
• Utilize existing tools for client analysis and monitor trends.
• Build a pipeline of sales opportunities and manage within Salesforce.
• Provide timely investment information and support campaigns.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Marketing

Sales Pipeline

Salesforce

Strategic Planning

Enterprise Sales

Negotiation

Lead Generation

Contracts

Education

IMC or similar industry qualifications

Tools

Salesforce

Job description

Job Description

At Aberdeen our ambition is to be the UKs leading Wealth & Investments group.

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 industrys 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 focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service supported by leading technology and talent.

Aberdeen comprises three businesses interactive investor (ii) Investments and Adviser each of which focuses on meeting and adapting to our clients evolving needs :

interactive investor the UKs second largest direct-to-consumer investment platform enables individuals in the UK to plan save and invest in the way that works for them.

Our Adviser business provides financial planning solutions and technology for UK financial advisers enabling them to create value for their customers.

Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market through either public markets or alternative asset classes.

About the Role

The UKW UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing a proactive sales service to financial advisers platforms sales colleagues in the Adviser Business and external 3rd party / life company providers. The appointed area can be changed as the business requires.

Key Responsibilities

• 80 meaningful client contacts per month with full Salesforce notes written up in a timely fashion.
• Utilise existing tools such as Financial Clarity to generate and maintain client analysis monitor trends contributing to strategy positioning and future product development / distribution strategy.
• Actively seek out account intelligence from every adviser / client interaction to ensure an effective distribution approach.
• Build a pipeline of sales opportunities and manage these opportunities within Salesforce.
• To act as a focal point of contact for Aberdeen Investments mutual fund queries from clients in this channel.
• Assist in preparing for adviser client meetings by providing pre-meeting notes and presentation material.
• Collaborate with Marketing and Investment teams to ensure collateral production meets the UKW teams needs.
• Represent Aberdeen Investments at events conferences and seminars as needed to cultivate relationships with clients and identify new business opportunities.
• To provide timely and relevant investment information to targeted panel - this includes information on product launches ongoing changes to products and special offers and campaigns.
• To provide proactive support to panel for campaigns and road shows and to work with other members of the UK Retail team to support national account roadshows.
• To build relationship with targeted panel and provide ongoing dedicated contact to ensure they receive frequent updates on investment products funds market trends and competitor performance.
• Consume Duty & Treating Customers Fairly (TCF) - the role holder will be assessed on the fulfilment of customer needs and expectations in line with our TCF philosophy & Consumer Duty obligations.

About the Candidate

• Knowledge of the Adviser Industry Products platforms and regulations.
• Knowledge of Wealth Management the DFM Industry and Multi-Asset portfolio solutions.
• Excellent Communication Skills / Sales skills.
• Excellent track record in maintaining relationships with individuals at all levels.
• Previous use of Salesforce or equivalent CRM preferred.
• IMC or similar industry qualifications preferred.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits

Theres more to working life than coming home with a good salary. We have an environment where you can learn get involved and be supported.

When you join us your reward will be one of the best around. This includes 40 days annual leave a 16% employer pension contribution a discretionary performance-based bonus (where applicable) private healthcare and a range of flexible benefits including gym discounts season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas our vectors of growth focused on our clients changing needs. You can find out more about what we do here.

An inclusive way of working

Whatever way you like to work if you have the talent and commitment to join our team wed like to hear from you.

At Aberdeen weve adopted a blended working approach. This approach combines the benefits of face-to-face collaboration coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles their teams our clients and our business.

An inclusive culture where diverse perspectives drive our actions is at the core of who we are and what we do. If you need assistance with your application or a reasonable adjustment to your interview arrangements for example because you are neurodivergent or have a physical sensory cognitive mental visible or invisible disability please let us know and well be happy to help.

Were 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.

Required Experience

Director

Key Skills

• Business Development
• Sales Experience
• Direct Sales
• B2B Sales
• Marketing
• Sales Pipeline
• Salesforce
• Strategic Planning
• Enterprise Sales
• Negotiation
• Lead Generation
• Contracts

Employment Type: Full-Time

Experience: years

Vacancy: 1