Consultant Relations Analyst

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:

 

Lord Abbett is seeking a highly motivated individual to join our Institutional Distribution group, specifically supporting the Global Consultant Relations team. The successful candidate will partner with the Team to ensure coverage of the territory-based Consultant Relations effort. This individual will support the fostering of relationships with counterparts at Investment Consulting firms resulting in the development and retention of assets for our asset management business. 

We’ll trust you to:

  • Fulfill sales support and service requests for product and marketing collateral.
  • Build relationships with support staff at Investment Consulting firms to identify opportunities and business at risk with the goal of increasing and retaining assets invested in Lord Abbett 's investment strategies.
  • Extensive email and phone-based service for requests that are either ad hoc, recurring, or involve RFPs, RFIs, and DDQs.
  • Coordinate the completion of RFPs, RFIs, and DDQs.
  • Develop, maintain and communicate knowledge of Lord Abbett’s investment expertise to investment consultants.
  • Research the validity of public, corporate, E&F and Taft Hartley search opportunities.
  • Maintain contact lists and coordinate the deployment of marketing campaigns to investment consultants.
  • Work closely with the Team to execute business plans in the business territory.
  • Compile management reports and presentations as needed.
  • Work with legal, product, and operations contacts to ensure smooth on-boarding of new clients.
  • Identify, cultivate, and drive relationships with internal business partners.
  • Maintain and document activities through CRM.
  • Special project work as needed.

You'll need to have:

  • 2+ years of related experience in a sales support role in the Financial Services and/or Asset Management industry
  • Bachelor’s Degree
  • Proficiency with Microsoft Word, PowerPoint and Excel.
  • Facility with Excel pivot tables, V-lookup, macros a plus.
  • Experience with CRM systems.
  • Experience and exposure to financial markets and investment products across the range of traditional assets including alternative asset classes.
  • Ability to develop strong client relationships and an in-depth understanding of client needs.
  • Sound time management skills and ability to manage multiple deadlines independently.
  • Personal initiative/self-starter who takes on an entrepreneurial approach to complete required tasks.
  • Ability to communicate complex information and analysis in written and graphical form.
  • Familiarity with institutional investment consulting industry a plus.
  • Familiarity with eVestment, Preqin, Morningstar Direct preferred
  •  

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-Based - 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 - We instill a passion for always putting our clients' interests first. 

We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

 

Compensation Information: Annual base salary for this role is $100,000 - $110,000. 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.

 

Important notice to Search Firms - Please Read Carefully
Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

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