# Investor Services & Intermediary Oversight Associate at abrdn

abrdn is hiring an Investor Services & Intermediary Oversight Associate in Philadelphia, United States. Level rates it Little AI ●○○○; you can [apply on abrdn](https://jobsbylevel.com/go/7e982ddf-942b-4725-b643-9d398ddc5459?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Philadelphia.

## Details

- Company: [abrdn](https://jobsbylevel.com/companies/abrdn)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Philadelphia
- Posted: October 23, 2026
- Apply: https://jobsbylevel.com/go/7e982ddf-942b-4725-b643-9d398ddc5459?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=investor-services-intermediary-oversight-associate-at-abrdn-2e34cf

## Description

Job Description WHO WE ARE Aberdeen Investments is part of Aberdeen Group plc, one of the UK’s leading Wealth & Investments groups. 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 repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. Purpose of the Position: The Investor Services & Intermediary Oversight Associate supports the delivery of a high-quality investor and intermediary experience across Aberdeen's U.S. product range, including mutual funds, ETFs and separately managed accounts. The role supports oversight of third-party transfer agents, financial intermediaries, investor servicing providers, and intermediary compensation arrangements to help ensure services are delivered effectively within an appropriate operational control environment. Working with Distribution, Product, Compliance, Legal and other Operations teams, the Associate serves as an operational partner to resolve servicing matters, support intermediary and platform relationships, enable new business opportunities, and implement product and operating model changes. Key Responsibilities Transfer Agency & Investor Servicing Oversight Provide day-to-day oversight of third-party transfer agents and other investor servicing providers supporting Aberdeen's U.S. wealth management business. Monitor service delivery, operational performance, controls, incidents and outstanding issues, coordinating resolution and escalation as appropriate. Participate in service provider governance, due diligence and periodic oversight reviews. Serve as an operational point of contact between Aberdeen, its transfer agents and internal business partners. Financial Intermediary Oversight Support Aberdeen's financial intermediary oversight program through operational due diligence, ongoing monitoring and review of intermediary servicing activities and control environments. Support the onboarding and maintenance of intermediary, broker-dealer and platform relationships, including changes to existing arrangements. Coordinate operational requirements associated with intermediary selling and servicing agreements. Research and coordinate the resolution of intermediary servicing and control issues, escalating matters that require management attention. Support the oversight and validation of financial intermediary compensation arrangements, including 12b-1, shareholder servicing, sub-transfer agency, administrative servicing and revenue-sharing arrangements, as applicable. Distribution & Sales Enablement Provide operational guidance to Wealth Management Distribution on intermediary requirements, servicing arrangements and product capabilities. Complete operational components of client and intermediary questionnaires, due diligence reviews and other information requests. Partner with internal teams and external providers to develop practical solutions to new or evolving distribution requirements. Mutual Fund, ETF & SMA Operations Develop and maintain strong working knowledge of Aberdeen's U.S. product structures, including mutual funds, closed end funds, ETFs and separately managed accounts. Coordinate operational

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Source: https://jobsbylevel.com/jobs/investor-services-intermediary-oversight-associate-at-abrdn-2e34cf

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