Job Description
At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.
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 focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.
Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:
Interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.
Role Context
The CRM Team is responsible for the delivery of the technology toolset required to manage client data, maximise sales opportunities and selling time, through the identification and implementation of technology, data analytics, and Salesforce-focused solutions. Salesforce is also central to wider abrdn business functions including Marketing (campaign management), Finance (performance reporting), and Client Service (onboarding and risk management). The team sits within the Client Group Function.
Role Purpose
The CRM Business Analyst works with abrdn functions to articulate and document technology and data-driven requirements and introduce new solutions via Salesforce change, analytics initiatives, and the Client Data Transformation project.
Key Outcomes / Responsibilities
Lead business teams in articulating and documenting CRM and data analytics requirements as part of wider corporate projects or individual Salesforce initiatives.
Facilitate solutions using technology, data insights, and process improvements.
Manage the CRM delivery lifecycle, from user story creation to configuration, IT liaison/handover, UAT management, and release management.
CRM configuration and administration.
Build and develop client datasets, reports, dashboards
Manage data initiatives including creation, cleansing, transformation and loading of information to Salesforce from external sources.
Conduct data analysis to provide actionable insight to business teams, supporting the identification of sales opportunities, client behaviours, and risk trends.
Support the development of predictive or diagnostic analytics by partnering with internal data teams (e.g., Data Engineering, Data Science).
Ensure data quality and completeness across CRM datasets; monitor data integrity and proactively resolve issues.
Create and deliver business presentations and training materials, including data storytelling to communicate insights clearly.
Communicate with stakeholders at all levels within the organisation.
Keep abreast of CRM and data analytics technologies, recommending enhancements where appropriate.
Preferred Experience
Business Analysis background with at least 3 years’ experience creating user stories, process maps, UAT scripts, and training materials.
At least 2 years’ experience on Agile projects.
Previous CRM experience (preferably Salesforce), including delivery of small change and system administration.
Experience working with datasets, data modelling, reporting tools and dashboarding (e.g., Salesforce Reports & Dashboards, Tableau CRM/CRM Analytics, Power BI).
Proven ability to derive insights from structured and unstructured data, and translate these into business recommendations.
Stakeholder management experience up to senior management level.
Asset management background, with understanding of Wholesale and Institutional client requirements.
Ideal Qualifications
Salesforce Administrator Certification.
Agile Certification.
Qualifications in Data Analytics, Data Visualisation or related disciplines (e.g., BCS Data Analysis, Google Data Analytics, Tableau/Power BI certifications).
Ideally educated to degree level.
We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.
Our benefits
There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.
Our business
Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.
An inclusive way of working
Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.
At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.
An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.