Advisor Consultant Performance Lead

careers-lordabbett; Jersey City (NJ); On-site; USD 135,000 - 155,000; Full time

Job summary

Lord Abbett is seeking a Head of Advisor Consultant Performance to lead and develop Advisor Consultants beyond their first year, coaching and guiding within a data-driven, process-improvement focused environment. The role requires strong leadership, CRM analytics, and cross-functional collaboration.

Reporting to the Head of Internal Sales, you will own desk execution, productivity, and performance management, while partnering to improve coverage, territory management, and adoption of tools and

Qualifications

• SIE, Series 7 and 66, nice to have Series 24 or willing to attain
• 7-8 years of firm or relevant industry experience, with success in an Advisor Consultant, Internal Sales, sales leadership, or related client-facing role.
• Strong understanding of markets, the firm, the industry, sales process, CRM/activity data, coverage alignment, and Advisor Consultant responsibilities.
• Excellent judgment, courage to make difficult decisions, and ability to manage ambiguity, prioritize effectively, and drive disciplined execution amid changing needs.
• Ability to motivate, coach, influence, and hold others accountable while maintaining trust, credibility, empathy, and strong communication/feedback skills.
• Commitment to inclusive leadership, talent development, collaboration, intellectual curiosity, continuous improvement, and a high-performance desk culture.

Responsibilities

• Lead Advisor Consultants beyond their first year through one-on-ones, coaching, call reviews, feedback, accountability, and career development.
• Translate Internal Sales priorities into clear expectations, measurable actions, disciplined execution, and consistent message/activity standards.
• Monitor CRM, activity, productivity, output, and performance data to identify trends, gaps, risks, and opportunities; recommend actions and reinforce high-quality follow-up.
• Support coverage alignment, territory management, Regional Manager partnership, client inquiries, sales execution, and prioritization of high-value opportunities.
• Partner with CRM, CIS, Technology, the Head of Internal Sales, the Head of Advisor Consultant Development, Business Development Specialists, External Sales, Client Services, and other stakeholders to improve desk efficiency and drive adoption of tools, data, and process improvements.
• Serve as a visible desk leader and model a collaborative, inclusive, accountable culture focused on coaching, execution, innovation, and continuous improvement.

Skills

SIE

Series 7

Series 66

Series 24

Tools

CRM

CIS

Job description

Lord Abbett is seeking a Head of Advisor Consultant Performance to lead and develop Advisor Consultants beyond their first year, coaching and guiding within a data-driven, process-improvement focused environment. The role requires strong leadership, CRM analytics, and cross-functional collaboration.

Reporting to the Head of Internal Sales, you will own desk execution, productivity, and performance management, while partnering to improve coverage, territory management, and adoption of tools and