Relationship Management Associate, SRG (National Accounts)
Lord Abbett
- Jersey City, NJ
- $100,000-110,000 per year
- Permanent
- Full-time
- Build Relationships with Product, Platform and Research teams at our Partner Firms (Broker Dealers across the Wirehouse, Bank and Independent channels)
- Strategize with Relationship Managers to drive profitable growth
- Collaborate across the firm to launch and scale products with a focus on Alternatives, Separately Managed Accounts and select Mutual Funds
- Schedule and conduct sales desk meetings/presentations with Partner Firms
- Collaborate with Sales, Marketing, Data, Legal and Operations on Enterprise level and Partner Firm-specific initiatives
- Help Regional Managers (External sales) and Advisor Consultants (Internal sales) improve market share through enhanced territory management
- Track sales and assets data, create and maintain templates to facilitate efficient analysis and reporting
- Develop in depth knowledge of Lord Abbett’s product suite and communicate it effectively to clients
- Gain a complete understanding of firm and business economics for U.S. Retail
- Represent Lord Abbett at Partner Firm / Industry conferences and events
- 2-5 years of industry experience preferred
- Willingness to travel on a weekly basis
- Strong interpersonal skills, written and verbal communication skills, and ability to follow-up effectively
- Knowledge of the wealth management industry and trends
- Exceptional attention to detail and time management skills
- Collaborative team player
- High sense of urgency and high degree of initiative / self-motivation
- Entrepreneurial mindset, high energy, action-oriented
- Proficiency with Microsoft PowerPoint and Excel is preferred
- Principles-Led - We empower our leaders to create an environment of trust.
- Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
- Purpose-Driven - Embraces our mission: Securing a sustainable future for our clients, people, and world.