Primary Responsibilities
Shadow your senior Institutional Sales, Consultant Relations, and/or Relationship Management team in all aspects of their job and fully understand their territory, channel, clients, and consultant relationships.
Coordinate all aspects of your team’s external meetings including preparation, meeting materials and post meeting follow-up.
Responsible for the accuracy of your team’s client, prospect and consultant contact information and pipeline details in Salesforce.
Responsible for market intelligence tools to uncover industry trends and lead generation as well as relationships with tool vendors to improve utilization across the broader team and organization
Identify the appropriate target audiences for Aberdeen’s focus strategies and work with your team to ensure touchpoints are made with those plans
Responsible for the screening and coordination of RFPs including prequalification, review, and coordination of fee proposals.
Screen industry conference attendee lists in advance of events and coordinates an outreach strategy for each decision maker prior to event.
Qualifications and Experience Required
Bachelor’s degree required.
Series 7 required.
2-5 years of institutional asset management experience preferred
Understanding of the various institutional channels including public funds, corporate, endowment and foundation, Taft-Hartley and insurance market segments as well as institutional consultants.
An exceptional colleague with the ability to support the broader institutional team simultaneously
A strong ability to multi-task.
Excellent written and verbal communication skills.
Strong analytical ability and understanding of investment products and capital markets.
Ability to build and maintain positive relationships with
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.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
