Junior Hybrid Wholesaler - US Offshore

Who we are
Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. 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 needs.
 
In the Americas, our sole focus is on the investments business. We have offices in Boston, New York, Philadelphia, 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:
This hybrid role combines strategic business development with high-touch sales support to drive growth across Aberdeen’s US Offshore and Latin American distribution channels. The successful candidate will be instrumental in expanding client relationships, executing sales strategies, and ensuring operational excellence in partnership with internal teams and external stakeholders.

Key Responsibilities:
Business Development & Client Engagement

• Develop and manage relationships with offshore intermediaries including private banks, broker-dealers, family offices, and wealth platforms.
• Drive sales of Aberdeen’s investment solutions (UCITS, mutual funds, ETFs, SMAs) across LATAM and US Offshore territories.
• Represent Aberdeen at industry events, roadshows, and client meetings, delivering product presentations and market insights.
• Support distribution partners in Latin America by scheduling meetings, coordinating communications, and managing quarterly payments.
• Share product knowledge and fund updates with partners and clients, ensuring alignment with strategic priorities.

Sales Support & Operational Coordination

• Provide pre- and post-meeting support to the sales team, including resource preparation, presentation tailoring, and follow-up analysis.
• Liaise with internal teams (Client Service, Presentation, Compliance, Marketing) to ensure seamless client onboarding and campaign execution.
• Maintain Salesforce data integrity and manage CRM pipeline tracking.
• Coordinate commercial terms processes for new and existing clients.
• Support local events, webinars, and marketing initiatives including creation of banners, flyers, and two-pagers.

Strategic Projects & Collaboration

• Contribute to cross-functional projects that enhance the LATAM and US Offshore sales effort.
• Analyze market data and industry trends to support sales campaigns and identify growth opportunities.
• Collaborate with investment and operational teams to deliver a coordinated and high-quality client experience.

Qualifications:

• Bachelor’s degree required
• 0-2 years of experience in asset management sales or sales support, with a focus on offshore and LATAM markets.
• Fluent in English and Spanish.
• Knowledge of equity and fixed income products, including UCITS, ETFs, SMAs, and alternatives.
• Interest in Financial Markets
• FINRA Series 7 and 63 (or willingness to obtain within 120 days).
• Strong presentation skills and relationship management skills.
• Team player with excellent communication and organizational abilities.
• Proficiency in Salesforce and Microsoft Office; familiarity with marketing tools is a plus.
• Willingness to travel within select U.S. regions and Latin America.