• Director, Institutional RIA

    Job ID
    Sales & Marketing
    Jersey City
  • Overview

    Reporting to the Head of Institutional RIA, the Director is responsible for proactively engaging the

    largest Registered Investment Advisors (RIAs) within a defined geographic territory in an effort to

    cultivate new relationships, generate new business, and provide superior client service. This individual

    must bring focused expertise and a deep understanding of the institutional-level demands of these

    RIAs. Additionally, this individual must possess an outstanding work ethic, an insightful consultative

    approach, a proven ability to collaborate with colleagues, and the highest level of technical expertise.


    Responsibilities include, but are not limited to:

    Driving all sales in their assigned territory by serving as a proactive relationship manager for

    assigned accounts

    Partnering with CIOs, Research Analysts, Principals and Financial Consultants to promote the sale

    and marketing of Lord, Abbett & Co. mutual funds and products to their clients

    Articulating a deep knowledge of Lord Abbett, the capital markets, along with our mutual funds and

    separately managed accounts

    Delivering presentations on a regular basis to Research Analysts and Investment Committees

    Coordinating marketing and sales support services for assigned accounts to enhance existing

    relationships and develop new ones

    Understanding current market conditions and the potential impact on our investment products

    Collaborating closely with professionals in key areas of Lord, Abbett & Co., including Investments,

    Core Services, Institutional, Retail, Strategic Relations and Product Strategy



    10 + years prior experience in financial services, with 3 - 5+ years’ experience working with RIAs is


    Series 7 and 66 licenses

    Ability to work independently

    Deep knowledge of securities markets and current market conditions

    Strong interpersonal, communication skills (written and verbal), and follow-up skills

    Proactive, collaborative team player

    High sense of urgency, and high degree of initiative and self-motivation

    Exceptional organization and time management skills

    Resourceful with excellent problem-solving skills

    Innovative, high energy, dynamic, and entrepreneurial


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