Senior Client Account Manager

Lord Abbett; Jersey City (NJ); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Retirement plans

Health and well-being benefits

Job summary

Lord Abbett seeks a senior member of the Client Account Management team in Jersey City, New Jersey. This role involves leading complex onboarding and operational service activities, managing the client lifecycle, and ensuring top-tier client service. The ideal candidate has 8-12+ years of financial services experience, strong knowledge of investment products, and proven project management abilities. Competitive compensation of $150,000 - $185,000 annually is offered.

Qualifications

• Experience managing complex, cross-functional projects in a fast-paced environment.
• Strong knowledge of institutional investment products including fixed income and equities.
• High attention to detail and sound judgment.

Responsibilities

• Lead the onboarding and implementation of new mandates and accounts.
• Coordinate stakeholders to ensure timely execution of onboarding processes.
• Act as a senior point of contact for client servicing needs.

Skills

Client onboarding

Project management

Client servicing

Risk management

Team leadership

Education

8–12+ years in asset management or financial services

Tools

Microsoft Office

CLM systems

Job description

The Role

Lord Abbett is seeking a senior member of the Client Account Management team to lead complex onboarding, implementation, and operational service activities supporting the firm’s institutional business. This role serves as both an operational lead and client service partner, responsible for managing the full client lifecycle— from pre-sale operational support through onboarding, ongoing servicing, and lifecycle changes.

We’ll Trust You To

• Client Lifecycle & Operational Leadership
  • Serve as the operational lead for institutional clients, supporting pre-sale operational diligence, onboarding, and post-sale operational servicing.
  • Lead end-to-end onboarding and implementation of new mandates, including separate accounts and institutional fund vehicles.
  • Manage complex lifecycle events such as account transitions, portfolio launches, guideline updates, benchmark changes, and account restructures.
  • Oversee account setup, documentation, funding, and system configuration to ensure alignment with client mandates and regulatory requirements.
• Project Management & Execution
  • Drive onboarding and change events by defining timelines, key milestones, and dependencies across stakeholders.
  • Coordinate internal and external partners (Sales, Relationship Management, Portfolio Management, Legal, Compliance, Operations, Technology, custodians, and other service providers) to ensure timely and accurate execution.
  • Maintain and monitor onboarding pipelines, activity dashboards, and SLAs, ensuring strong governance and execution discipline.
  • Lead sign‑off processes and control functions to ensure readiness prior to implementation events.
• Client Service & Stakeholder Engagement
  • Act as a senior point of contact for client servicing needs, delivering a high‑touch, solutions‑oriented experience.
  • Support client and consultant requests, including RFIs/RFPs, operational due diligence (ODD), and ad‑hoc inquiries.
  • Partner with Client Reporting teams to ensure timely and accurate delivery of standard and customized reporting.
  • Facilitate cash flow coordination and funding instructions across client accounts.
• Risk Management & Process Improvement
  • Identify, elevate, and mitigate operational risks, ensuring adherence to firm policies, client guidelines, and regulatory requirements.
  • Drive continuous improvement initiatives to enhance scalability, efficiency, and client experience, including technology‑enabled workflow enhancements.
  • Partner with Technology teams to enhance client lifecycle management tools and operational workflows.
• Leadership & Team Development
  • Act as a senior resource and role model within the team, providing guidance and mentorship to junior members.
  • Support training, workflow prioritization, and best practice development across onboarding and servicing processes.

You’ll Need To Have

• 8–12+ years of experience in asset management or financial services, with a focus on institutional client onboarding, implementation, transitions, or operations.
• Strong knowledge of institutional investment products, including fixed income, equities, and separate accounts.
• Deep understanding of the end‑to‑end client lifecycle, including onboarding, funding, servicing, and account changes.
• Proven ability to manage complex, cross‑functional projects in a fast‑paced environment.
• Strong interpersonal and communication skills, with the ability to influence and coordinate across stakeholder groups.
• High attention to detail, strong organizational skills, and sound judgment.
• Familiarity with custodial platforms, client reporting, and operational processes supporting institutional clients.
• Proficiency in Microsoft Office; experience with CLM systems and workflow tools preferred.
• Experience supporting large, complex institutional mandates and client transitions.
• Familiarity with guideline compliance, benchmark implementation, and portfolio change events.

Compensation Information: Annual base salary for this role is $150,000 - $185,000. Salary is estimated for this role. Actual pay may be different.

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, and competitive health and well‑being plans.

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.