Job Description
We are a global investment company that helps clients and customers to plan, save and invest for the future. By doing so, we enable our clients and customers to be better investors. Strengthening talent and culture is one of our strategic priorities. We strive to make abrdn 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.
abrdn comprises three businesses, Investments, Adviser and interactive investor (ii), each of which focuses on meeting and adapting to our clients’ evolving needs.
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Investments manages £368bn of client assets, offering investment capabilities built on the strength of our insights from wide-ranging research, worldwide investment expertise and local market knowledge.
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Adviser provides financial planning solutions and technology to over half of the UK’s financial advisers, enabling them to create value for their businesses and clients.
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ii, the UK’s second-largest direct-to-consumer investment platform, helps over 430,000 individual customers to plan, save and invest in the way that works best for them.
About the Department
The CRM Team sits within the Client Group Function and is pivotal in delivering technology tools and analytics solutions that manage client data, maximize sales opportunities, and optimize business processes. Salesforce and partner applications are at the heart of these efforts, supporting wider business functions such as Marketing, Finance, and Client Services with campaign management, performance reporting, onboarding, and risk management.
About the Role
As a CRM Data Scientist, you will work closely with the Client Group business areas to identify issues and opportunities, leveraging data analysis to provide insights that drive smarter decision-making. Your role will focus on understanding client behaviours and market opportunities to support abrdn in delivering impactful customer solutions.
Key Responsibilities
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Deliver business intelligence solutions by providing analytics based on client profiles and behaviours.
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Develop predictive models to identify client buying behaviours and suggest selling opportunities for distribution teams.
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Transform internal and external data into actionable insights and learning outcomes.
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Build perspective analytics to identify next best actions for Salesforce users.
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Create and manage Salesforce / CRM Analytics / Data Cloud datasets, reports, and dashboards.
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Use insights to influence business strategies and approaches to challenges.
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Support the identification of business opportunities and risk threats through data analysis.
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Prepare and deliver business presentations and training materials.
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Communicate effectively with stakeholders at all levels across the organisation.
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Stay updated on sales technology developments and propose innovative solutions.
About the Candidate
The ideal candidate will possess the following:
Experience
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Proficiency in Python.
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Experience with data extraction, transformation, loading, and exploration.
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Proven stakeholder management experience, including at senior management levels.
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Ability to communicate findings effectively to support business decision-making.
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Background in asset management with an understanding of wholesale and institutional client requirements.
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 abrdn 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.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
