Client Account Manager

Lord, Abbett & Co. LLC; Jersey City (NJ); On-site; USD 135,000 - 155,000; Full time

Job summary

Lord Abbett is seeking a Client Account Manager in the Global Investor Services group to lead institutional onboarding, implementation, and lifecycle management. This role partners with Sales, Relationship Management, Portfolio Management, Operations, Legal, Compliance, Technology, custodians, and external service providers to deliver excellent client experiences.

Ideal candidates bring 7–10 years in institutional asset management or onboarding, with strong project management and

Qualifications

• 7–10 years’ experience in institutional asset management, onboarding, or client servicing.
• Strong understanding of the institutional client lifecycle and operations.
• Experience managing multiple onboarding projects simultaneously.
• Knowledge of institutional investment products and workflows.
• Excellent communication, organizational, and problem-solving abilities.
• Attention to detail and operational risk awareness.
• Experience with client lifecycle management systems or onboarding platforms.

Responsibilities

• Serve as the primary operational lead for a portfolio of institutional clients.
• Lead onboarding and implementation projects from initiation to completion.
• Coordinate account openings, funding events, maintenance, and lifecycle updates.
• Respond to client inquiries and due diligence requests per service standards.
• Coordinate client reporting requirements with internal partners.
• Partner with Relationship Management to support the client lifecycle.
• Build trusted relationships delivering a responsive, solutions-oriented service.
• Develop and manage implementation plans and timelines.
• Coordinate activities across Investments, Operations, Technology, Legal, Compliance, and custodians.
• Identify risks, resolve issues, escalate complex matters.
• Maintain project documentation and clear stakeholder communication.
• Contribute to process redesign and automation to reduce risk.

Skills

Onboarding management

Project management

Cross-functional coordination

Client servicing

Operational risk awareness

Communication skills

Tools

Client lifecycle management systems

Workflow tools

Onboarding platforms

Job description

The Role

Lord Abbett is seeking a Client Account Manager to join the Global Investor Services (GIS) organization, supporting the firm's institutional onboarding, implementation, and client lifecycle management capabilities. This role serves as the primary operational lead for a portfolio of institutional clients partnering closely with Sales, Relationship Management, Portfolio Management, Operations, Legal, Compliance, Technology, custodians, and external service providers.

The Client Account Manager is responsible for independently managing client onboarding, operational servicing, and lifecycle events while coordinating cross-functional activities to ensure timely execution, operational excellence, and strong governance. The role requires strong project management skills, operational discipline, and the ability to coordinate multiple stakeholders to deliver a high-quality client experience while maintaining an appropriate control environment.

This position is ideal for a client-focused professional with institutional onboarding or servicing experience who is looking to expand their expertise by managing increasingly complex client relationships while contributing to the continued evolution of Lord Abbett's institutional servicing platform.

We’ll trust you to:

Client Lifecycle Management & Operational Excellence

• Serve as the primary operational lead for a portfolio of institutional clients, managing onboarding, implementation, ongoing servicing, and lifecycle events.
• Lead onboarding and implementation projects from initiation through successful completion.
• Coordinate account openings, documentation, funding events, account maintenance, benchmark changes, guideline updates, and other lifecycle events.
• Respond to client inquiries, operational due diligence requests, and servicing activities in accordance with established service standards.
• Coordinate recurring and ad hoc client reporting requirements with internal partners.
• Partner with Relationship Management and Institutional Sales to provide operational support throughout the client lifecycle.
• Build trusted working relationships with clients and internal partners while delivering a responsive, solutions-oriented service experience.

Project Management & Cross-Functional Collaboration

• Develop and manage implementation plans, timelines, milestones, and dependencies across multiple concurrent client initiatives.
• Coordinate activities across Investments, Operations, Technology, Legal, Compliance, Client Reporting, custodians, consultants, and external vendors to ensure successful execution.
• Proactively identify implementation risks, resolve issues, and escalate complex matters appropriately.
• Maintain accurate project documentation and provide clear communication to stakeholders throughout the client lifecycle.
• Contribute to process redesign, workflow standardization, and automation initiatives that improve scalability and reduce operational risk.
• Share knowledge and best practices that strengthen consistency across the Client Account Management function.

You'll need to have:

• 7-10 years’ experience in institutional asset management, client onboarding, implementation, client service, operations, or relationship support.
• Strong understanding of the institutional client lifecycle, including onboarding, implementation, account maintenance, and operational servicing.
• Experience managing multiple onboarding projects or client servicing initiatives simultaneously.
• Working knowledge of institutional investment products, separate accounts, and operational workflows.
• Demonstrated project management and cross-functional coordination skills.
• Excellent communication, organizational, and problem-solving abilities.
• Strong attention to detail and operational risk awareness.
• Experience with client lifecycle management systems, workflow tools, or onboarding platforms 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 have been ranked #1 in Barron’s Best Fund Families for 2024 and 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 $135,000 $155,000. 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 visitCareers | 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.