Business Manager, Abrdn
Adviser Sales - 12 Month Fixed-Term Contract
Savings & investment company
Job no longer available
Savings & investment company
1001+ employees
Job no longer available
1001+ employees
Company mission
Helping clients to prepare for the future
Role
Who you are
- Good relationship management skills with a track record of being able to effectively influence, collaborate and constructively challenge stakeholders at all levels
- Strong verbal and written communicator with an ability to make the complex simple and engage both technical and non-technical audiences using a variety of mediums
- Exceptional commercial awareness
- Skilled in analysing the appropriate data and KPIs to support and identify themes/ trends to make fact-based decision making
- Dedication to robust, timely and consistent delivery of agreed outcomes
- Self-sufficient, driven and able to work on own initiative
- Organises, prioritises and delegate work to efficiently accomplish tasks and meet objectives
What the job involves
- The Adviser business strategy is to deliver client-led growth – we help advisory businesses to thrive, so they can help their clients prosper
- We will achieve our strategy and deliver on our business purpose by focusing on doing business their way, making it easy and putting our strength to work for our clients and customers
- This exciting role is responsible for running the office of the Adviser Chief Distribution Officer, focusing on strategic priorities and delivering on a wide spectrum of responsibilities effectively and efficiently
- The role reports to the CDO, and works closely with all members of the leadership team
- Supporting day to day duties ensuring the CDO is fully briefed in readiness to represent the organisation and adviser business at all internal and external meetings
- Working in partnership with the CDO to maximise their output through the first-class delivery of delegated responsibilities
- Oversee coordination of all reporting from programmes, projects, and departments, prepare pre-meeting briefings, and ensure actions are completed
- Oversee sales reporting and outputs across various governance meetings: Adviser Growth Forum, SLSL (platform) board reporting, aPSL (MPS) Investment Oversight Group and MPS Growth Forum
- Lead on regular financial forecasting and annual budgeting covering flows, FTE and non-staff costs on behalf of CDO
- Supporting CDO on discharging SMF responsibilities aPSL and SLSL
- Ensure quality briefings are in place for all key meetings and internal/external events
- Attend and facilitate appropriate internal and external meetings with the CDO, providing the necessary level of preparation and governance, on time and to a quality standard suitable for board, ELT and Adviser Executive level meetings
- Support delivery of key strategic projects and initiatives and act as a representative on wider Group projects to ensure that the Adviser business views and priorities are considered
- Build and maintain relationships, credibility and trust with abrdn Executive and Adviser Leadership team
- Continue to build the CDO’s personal brand both internally and externally through leading or reviewing all written communications in the CDO’s name
- Provide general Executive support when required including being point of liaison, access, and escalation to the CDO
- No direct budgetary responsibility, but will work directly with the CDO and Finance to review and monitor monthly MI reporting and budget setting & business planning process
Salary benchmarks
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.
Recently, 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 more simple 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.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Company HQ
Edinburgh New Town, Edinburgh, UK
Share this job
View 5 more jobs at Abrdn