• Regional Manager - Fort Worth/New Mexico

    Job ID
    Sales & Marketing
    Jersey City
  • Overview

    Reporting to the Senior Regional Manager (“SRM”), the Regional Manager (“RM”) / External Wholesaler is responsible for proactively engaging Financial Advisors within a defined geographic territory in an effort to enrich existing relationships, identify cross-selling opportunities, and originate new producers. This individual is also responsible for understanding and assessing market conditions in an effort to provide the highest level of investment expertise to our clients.

    What you’ll do:

    • Generating all sales in his/her assigned territory by serving as a proactive relationship manager for assigned accounts
    • Partnering with financial advisors to promote the sale and marketing of Lord, Abbett & Co. mutual funds and products to their clients
    • Articulating a deep knowledge of mutual funds, separately managed accounts, and retirement products
    • Delivering seminars/presentations on a regular basis to financial advisors and the general public
    • Coordinating marketing and sales support services for assigned accounts to enhance existing relationships and develop new ones
    • Demonstrating a deep understanding of all Lord Abbett Market & Product Opportunity Presentations (MPOs)
    • Understanding current market conditions and the potential impact on our investment products


    You’ll need to have:

    • 3-5 years prior sales experience, preferably in financial services. Mutual fund sales experience a plus
    • Series 7 and 66 licenses
    • Knowledge of securities markets and current market conditions
    • Bachelors Degree


    Personal Characteristics Required:

    • 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



    Founded in 1929, Lord Abbett is a leading asset manager with approximately $160 billion in assets under management. We share a passion for excellence in serving our diverse range of clients – individuals, advisors, and institutions across the globe who rely on us to deliver innovative investment solutions that help them secure stronger financial futures. We are looking for candidates who value trust, intellectual curiosity, and teamwork as much as we do.


    We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


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