Institutional Growth & Partnerships Associate

Aberdeen; Philadelphia (Philadelphia County); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental coverage

Vision coverage

Telehealth

401(k) Profit Sharing

Paid time off

Parental leave

Volunteer days

Charity matching

Employee assistance program

Gym membership reimbursement

Résumé du poste

Aberdeen Investments is seeking an Associate, Institutional Business Development to support a 2-3 person senior team in Institutional Sales, Consultant Relations, and Relationship Management. You will learn the territory, client base, and consultant networks while coordinating meetings and post-meeting follow-ups.

You will ensure data accuracy in Salesforce, leverage market intelligence tools, identify target audiences, and help coordinate RFPs and fee proposals.

Qualifications

• Bachelor’s degree required.
• Series 7 required.
• 2–5 years institutional asset management experience preferred.
• Understanding of institutional channels including public funds, corporate, endowment and foundation, Taft-Hartley and insurance.
• Excellent written and verbal communication skills.

Responsabilités

• Shadow senior Institutional Sales, Consultant Relations, and Relationship Management to understand territory, clients and consultants.
• Coordinate all external meetings, prepare materials, and handle post-meeting follow-up.

Connaissances

Multi-tasking

Written & verbal communication

Analytical skills

Relationship building

Industry knowledge

Team support

Formation

Bachelor’s degree

Series 7 certification

Description du poste

Aberdeen Investments is seeking an Associate, Institutional Business Development to support a 2-3 person senior team in Institutional Sales, Consultant Relations, and Relationship Management. You will learn the territory, client base, and consultant networks while coordinating meetings and post-meeting follow-ups.

You will ensure data accuracy in Salesforce, leverage market intelligence tools, identify target audiences, and help coordinate RFPs and fee proposals.