SMA Account Manager: Advisor Relationships & Growth

careers-lordabbett; Jersey City (NJ); On-site; USD 100,000 - 115,000; Full time

Job summary

Lord Abbett, a leading asset manager, seeks a Personal Account Management (PAM) Specialist to manage SMA accounts in an assigned territory, partnering with Regional Managers and Portfolio Managers to deliver superior advisor and client experiences.

You will coordinate portfolio updates, commentary, and guidance, while ensuring accuracy, compliance, and scalable processes across Investments, Operations, and Client Services. Strong licenses and 5+ years in financial services are essential.

Qualifications

• Minimum of 5 years of experience within the financial services or asset management industry.
• Series 7, Series 66, and SIE licenses.
• Strong understanding of investment markets, portfolio construction, and managed account solutions.
• Exceptional relationship management and client service skills.
• Outstanding written and verbal communication skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism and attention to detail.
• Collaborate effectively across multiple business functions.

Responsibilities

• Serve as the dedicated SMA account manager and primary point of contact for all SMA-related activity within an assigned territory.
• Build and deepen trusted relationships with financial advisors through proactive engagement and consultative support.
• Deliver timely portfolio updates, investment commentary, and account-specific guidance to advisors.
• Coordinate meetings between Financial Advisors, Regional Managers, Portfolio Managers, and Investment Specialists.
• Maintain advisor outreach focused on retention, satisfaction, and expanding relationships.
• Coordinate account maintenance activities including deposits, withdrawals, tax-loss harvesting, restrictions, and contract delivery.
• Partner with internal and external teams to ensure timely execution of advisor requests.
• Maintain responsiveness while ensuring operational accuracy and compliance.
• Identify implementation risks and resolve issues; support process improvements.

Skills

Relationship management

Client service

Communication

Analytical thinking

Organization

Problem solving

Prioritization

Attention to detail

Multi-tasking

Education

CFA

MBA

Tools

CRM platforms

Microsoft Excel

PowerPoint

Job description

Lord Abbett, a leading asset manager, seeks a Personal Account Management (PAM) Specialist to manage SMA accounts in an assigned territory, partnering with Regional Managers and Portfolio Managers to deliver superior advisor and client experiences.

You will coordinate portfolio updates, commentary, and guidance, while ensuring accuracy, compliance, and scalable processes across Investments, Operations, and Client Services. Strong licenses and 5+ years in financial services are essential.