• South-West/West 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 the South-West/Western part of the United States 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 preferred.
    • Ideally located within the territory
    • 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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