Senior Business Development Manager, Abrdn

US Offshore

$175-250k

+ Discretionary Bonus

Salesforce

Senior and Expert level

Miami

Savings & investment company

Be an early applicant

Savings & investment company

501-1000 employees

B2BInvestingFinancial Services

Be an early applicant

$175-250k

+ Discretionary Bonus

Salesforce

Senior and Expert level

Miami

501-1000 employees

B2BInvestingFinancial Services

Company mission

Helping clients to prepare for the future

Job

Company

Role

Who you are

Fluency in English and Spanish is required; Portuguese proficiency would be plus
Bachelor’s degree required; advanced degree or investment-related designation (MBA, CFA, CIMA, CFP) preferred
5–8+ years of experience in asset management sales or business development, with a focus on the US Offshore/Latin America markets
Strong equity and fixed income investment knowledge, with practical industry insight and a deep understanding of traditional and alternative investment products
Proven track record of raising assets through intermediary relationships
Deep understanding of investment products and distribution models relevant to offshore clients (UCITS, ETFs, SMAs, alternatives)
FINRA Series 7 and 66 (or willingness to obtain within 120 days of hire)
Willingness and ability to travel to Latin America and select U.S. regions
High energy, self-motivated, and entrepreneurial with strong communication and relationship-building skills

What the job involves

Reporting To: Head of LATAM and US Offshore Distribution
We are seeking an experienced and results-driven Business Development Manager, US Offshore to join our U.S. Offshore distribution team. This Miami based role will focus on external wholesale coverage and business development across a defined US Offshore territory
The successful candidate will play a key role in expanding Aberdeen’s presence among offshore financial intermediaries and institutions
Proactively develop and manage relationships with offshore intermediaries, including private banks, wirehouses, independent broker-dealers, family offices, and wealth platforms serving non-U.S. clients
Drive sales growth of Aberdeen’s investment solutions including UCITS funds, mutual funds, ETFs, and separately managed accounts
Execute a strategic business plan for the assigned region, identifying new opportunities and cultivating long-term partnerships
Deliver compelling product presentations, portfolio updates, and market insights to offshore clients and prospects
Represent Aberdeen at conferences, events, and client meetings across the US Offshore Market
Collaborate with investment, marketing, and operational teams to ensure a coordinated client experience
Maintain accurate records of client activity and pipeline management in CRM systems (e.g., Salesforce)
Keep abreast of competitive positioning, market trends, and evolving regulatory environments relevant to offshore distribution

Our take

Abrdn, formerly known as Standard Life Aberdeen, is a global investment company helping its clients to save and invest for their futures. It operates three businesses - Investments, Adviser and Personal - and has been operating since way back in 1825.

Nowadays, atop its investment and advice services, the company delivers two platforms for financial advisers. The first, Wrap, enables users to build and manage portfolios for each client. It also includes SIPP drawdown capabilities - which means advisers can choose the best platform charges when client assets are at their highest. The second, Elevate, encompasses a suite of tools for advisers to save time and make sure their clients are informed.

In 2023, Abrdn announced "adviserOS", which represents an upgrade to their platform offerings. There is limited information to go on, but the company claims this new venture will be simpler and data-led, as well as require less admin. It will be interesting to see if this new release keeps pace with tech developments across the investment space and allows abrdn to continue as an innovator.