Strategic Institutional Growth Associate

abrdn Inc.; Philadelphia (Philadelphia County); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) Profit Sharing

Generous vacation & holidays

Parental & family leave

Volunteer days

Study time

Job summary

Aberdeen Investments, a leading wealth and investments group, seeks an Associate for Institutional Business Development in Philadelphia to support senior teams across Institutional Sales, Consultant Relations, and Relationship Management. The role focuses on leveraging internal resources to maximize sales efficiency and client relations.

You will learn the territory, coordinate meetings, ensure data accuracy in Salesforce, and assist with RFPs and outreach strategies while collaborating with

Qualifications

• Bachelor’s degree required.
• Series 7 license required.
• 2–5 years institutional asset management experience preferred.
• Understanding of institutional channels including public funds, corporate, endowment and foundation, Taft-Hartley and insurance market segments.
• Ability to build and maintain positive relationships with institutional clients and consultants.

Responsibilities

• Shadow senior Institutional Sales, Consultant Relations, and Relationship Management teams to learn territory and clients.
• Coordinate external meetings including prep materials and follow-up.
• Ensure accuracy of client, prospect and consultant data in Salesforce.
• Utilize market intelligence tools to identify trends and lead generation opportunities.
• Identify target audiences for Aberdeen’s focus strategies and ensure touchpoints.
• Screen and coordinate RFPs including prequalification and fee proposals.
• Screen conference attendee lists and plan outreach for decision-makers.

Skills

Series 7

Institutional asset management

Relationship building

Communication skills

Analytical ability

Education

Bachelor’s degree

Tools

Salesforce

Job description

Aberdeen Investments, a leading wealth and investments group, seeks an Associate for Institutional Business Development in Philadelphia to support senior teams across Institutional Sales, Consultant Relations, and Relationship Management. The role focuses on leveraging internal resources to maximize sales efficiency and client relations.

You will learn the territory, coordinate meetings, ensure data accuracy in Salesforce, and assist with RFPs and outreach strategies while collaborating with