Job Description

At abrdn, enabling our clients to be better investors drives everything we do.

Through the expertise, insight, and innovation of our team, we aim to help clients create more ways for money to make an impact. We set our sights on giving them more confidence to achieve their goals, and more clarity about what they need next. And we focus on delivering outcomes that are more than just financial – by investing responsibly to build a better world.

I. Purpose of the Position:

The Senior Director, Institutional Business Development will be responsible for working with institutional investors across multiple channels in the United States and Canada to build relationships and raise capital for abrdn’s investment strategies. The ideal candidate will have an extensive network and a proven track record of raising assets in both public and private markets. 

II. Primary Responsibilities:

  • Successfully implement and execute on a strategic sales plan for your territory focused public fund, corporate and endowment and foundation channels.
  • Maintain high levels of engagement with prospective clients in your territory resulting in a robust opportunity pipeline and successful conversion to new business.
  • Work closely with abrdn investment teams and product specialists, partnering with them to thoroughly understand our investment capabilities and present them effectively to your prospects.
  • Work collaboratively in a true team environment with abrdn’s Consultant Relations, Institutional Relationship Management, and broader firm to enhance the resources of the firm to generate successful results.
  • Make firm-level and product-related presentations to prospects in which you credibly articulate the investment strategy for a diverse range of products and vehicles across multiple asset classes. Must demonstrate the ability to convey unique product attributes which differentiate our strategies.
  • Coordinate with US and Global distribution teams to establish product prioritization so that efforts are aligned and efficiently allocated.
  • Lead in the preparation of all finals presentations for prospects including pre-finals discussions with prospects/consultants as well as coordinating all internal logistics - presentation materials, meeting logistics, rehearsals, and follow-up.
  • Potential to work with select existing client relationships and work collaboratively in a true team environment with Institutional Relationship Management, Consultant Relations, and Client Service teams to deliver best in class service to our clients.
  • Ensure field consultants in territory are covered and up-to-speed on our top tiered products.
  • Represent abrdn’s corporate story and brand effectively in the marketplace.
  • Attend industry-specific conferences and events.
  • Substantial travel (50% or more) is required with this position.

III. Qualifications and Experience Required:

  • Bachelor’s degree required; CFA and/or MBA preferred.
  • Series 7 & 63 required.
  • A minimum of 10 years of institutional sales experience.
  • Strong knowledge of public, corporate, endowment and foundation and Taft- Hartley market segments required with extensive network of existing contacts at large plans.
  • An exceptional team player.
  • Excellent written and verbal communication skills.
  • Very strong presentation and meeting leadership skills.
  • Outstanding analytical ability and a strong understanding of investment products and capital markets.
  • Ability to build and maintain positive relationships with both external and internal business partners.
  • Strong organizational skills.
  • Ability to interact with people having varying degrees of investment savvy.
  • Diligent, punctual, self-disciplined and possesses a professional appearance and demeanor.
  • Identifies and resolves problems in a timely manner; gathers and analyzes information thoughtfully, uses reason even when taking care of emotional topics.
  • Sets high expectations for self and others.

Our Benefits

When you join abrdn, you will be rewarded with a comprehensive benefits package that invests in each employee’s financial future, health, and well-being. We offer a range of benefits to meet your family’s needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported.

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 abrdn 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 Counseling 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.

Abrdn is an affirmative action - equal opportunity employer.

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.

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Confirmed 16 hours ago. Posted 30+ days ago.

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