Associate, Institutional Business Development
Job in
Philadelphia, Neshoba County, Mississippi, 39350, USA
Listed on 2026-10-15
Listing for:
Aberdeen Group
Full Time
position Listed on 2026-10-15
Job specializations:
-
Sales
Business Development, Client Relationship Management
Job Description & How to Apply Below
We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent.
As a global business, Aberdeen consists of three divisions:
Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in.
Purpose of the Position:
The Associate, Institutional Business Development will be responsible for supporting a team of 2-3 senior distribution colleagues in Institutional Sales, Consultant Relations, and Relationship Management in driving their respective business plans by collaborating with internal partners to ensure all resources at Aberdeen are being used to maximize the efficiency and effectiveness of the sales and client relationship process.
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 simultaneouslyA 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…
Position Requirements
10+ Years
work experience
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