Regional Sales Director (Hybrid Wholesaler)

Aberdeen Standard Investments; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A leading global asset manager seeks a Regional Sales Director to oversee marketing and sales of investment products in the US. This role involves managing client relationships, leading sales initiatives, and requires a strong background in investment management. Candidates should possess excellent communication skills and a Bachelor's degree in a related field.

Qualifications

• 5+ years of experience in investment management or related business.
• Broad base of contacts within the financial advisor community.
• NASD License Series 7 and 63 required.

Responsibilities

• Leads sales initiatives and identifies client needs.
• Provides clients with investment performance updates.
• Conducts client meetings and ensures timely recording of activities.

Skills

Interpersonal skills

Presentation skills

Analytical skills

Technical skills

Sales skills

Education

Bachelor's degree in investment management, finance, business, or related field

Tools

Salesforce

Job description

Job Description

Aberdeen Investments - A global specialist asset manager

For over a century, we’ve carried our Scottish spirit with us in everything we do. Our sense of adventure has taken us to new markets. Our courage to invest, when others haven’t, has unlocked global opportunities. Our resilience through challenging markets has formed the foundation of our long-term strategy. And now, our confidence allows us to harness our knowledge and focus on our core strengths so we can keep delivering for our clients.

• Strong relationships. Deliver exceptional client service to nurture strong relationships.
• Global reach. Experts on the ground in more than twenty-five locations. We deliver local insights at a global scale.
• Specialist knowledge. Deep understanding of the asset classes and geographies we invest in.
• Managing $464.1bn in assets for our clients on behalf of individuals, governments, pension funds, insurers, companies, charities, and foundations across eighty countries.

*All data, facts and figures are as of March 31, 2025

Regional Sales Director (Hybrid Wholesaler)

Job Description:

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)

Position location is flexible, but the Philadelphia area preferred.

Key Responsibilities:

• 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.

Requirements

• 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.
• 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.

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.