Specialist, SMA Family Office Services

Category
Client Services
City
Jersey City

The Role

About Lord Abbett:

 

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.

 

From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.

 

We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.

 
Now that you know our history, are you ready to be part of our future?

 

Job Overview:

 

The SMA business within Lord Abbett is growing and we are seeking a unique individual to support our SMA Family Office Services for ultra-high net worth clients. The Family Office Specialist is responsible for proactively engaging advisors and their clients to ensure the highest level of service delivered. Individuals in this role are required to possess in-depth knowledge of Lord Abbett’s SMA products, operational processes, marketing collateral, and market conditions to ensure clients receive an experience that exceeds expectations.

We’ll trust you to:

  • Be a dedicated and trusted single point of contact for all SMA related activities.
  • Partner with Portfolio Managers to deliver our value proposition and provide strategy insights.
  • Execute operational processes, including, account openings, transfers, and reconciliations, ensuring accuracy and efficiency.
  • Maintain organized and up-to-date client documentation, ensuring compliance with regulatory requirements and internal policies
  • Work closely with internal teams, including portfolio managers and compliance to streamline SMA processes and enhance overall service delivery 
  • Proactively identify and address any issues or discrepancies related to SMA accounts, collaborating with team members to implement timely resolutions 

You'll need to have:

  • 3+ years of relevant experience in wealth management, investment operations, or a similar role with a focus on SMA services
  • Bachelors degree in Finance, Business or a related field
  • In depth knowledge of SMA products and financial markets
  • Proactive, collaborative team player
  • Ability to organize, plan and manage several concurrent initiatives with varying priorities
  • Exceptional attention to detail
  • High sense of urgency and degree of initiative and self-motivation
  • Outstanding interpersonal, communication, and follow-up skills
  • Ability to think analytically and problem solve
  • The aptitude to learn and adapt quickly in a rapidly changing environment
  • Real ambition to pursue a client-facing career
  • Series 7, 66, and SIE licenses

Why Lord Abbett?

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture.

  • 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.

We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign’s Corporate Equality Index, a measure of LGBTQ+ workplace equality.  

 

Compensation Information: Annual base salary for this role is $100,000 - $120,000. Salary is estimated for this role. Actual pay may be different.

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. 

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

 

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.

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