Regional Sales Director (Hybrid Wholesaler)

Aberdeen Investments - A global specialist asset manager
 

For over a century, we’ve carried our Scottish spirit with us in everything we do. Our sense of adventure has taken us to new markets. Our courage to invest, when others haven’t, has unlocked global opportunities. Our resilience through challenging markets has formed the foundation of our long-term strategy. And now, our confidence allows us to harness our knowledge and focus on our core strengths so we can keep delivering for our clients.

• Strong relationships. Deliver exceptional client service to nurture strong relationships.
• Global reach.  Experts on the ground in more than twenty-five locations. We deliver local insights at a global scale.
• Specialist knowledge.  Deep understanding of the asset classes and geographies we invest in.
• Managing $464.1bn in assets for our clients on behalf of individuals, governments, pension funds, insurers, companies, charities, and foundations across eighty countries.

*All data, facts and figures are as of March 31, 2025

Regional Sales Director (Hybrid Wholesaler)

Job Description:

Accountable for the marketing and sales of the suite of investment products offered by Aberdeen in the US.  The territory would include eight states in the Southeast and all distribution channels. (AL, FL, GA, MS, NC, SC, TN, VA)

Position location is flexible, but the Philadelphia area preferred.

Key Responsibilities:

• Leads sales initiatives, identifies client needs, and coordinates efforts to serve assigned territory.
• Follows up on client contacts, calling on existing and potential clients.
• Provides clients with investment performance updates as well as general client service.
• Make presentations to existing and prospective shareholders/clients.
• Identifies assigned intermediaries, including independent broker-dealers, regional broker-dealers, RIAs, and wire houses.
• Leads initiatives with intermediaries in defined territory.
• Strong sales skills and product knowledge.
• Conducts client meetings.
• Ensure timely recording of all significant client contact and activities in Salesforce.

Requirements

• Bachelor's degree, preferably in investment management, finance, business, or related field.
• 5+ years of experience in investment management or related business.
• Broad base of contacts within financial advisor community (within specified territory)
• In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies.
• Excellent interpersonal, presentation, oral and written communication skills.
• Strong planning, organization, analytical and technical skills.
• Ability to manage multiple responsibilities concurrently and work independently to perform a variety of tasks with accuracy and diligence.
• Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment.
• Moderate travel. (e.g., up to 33% of the time)
• NASD License Series 7 and 63 required.