SMA Account Manager: Advisor Relationships & Growth

Lord Abbett; Jersey City (NJ); Vor Ort; USD 100.000 - 115.000; Vollzeit

Zusammenfassung

Lord Abbett is seeking a Personal Account Management (PAM) Specialist to support the Separately Managed Accounts business across a defined territory. You will serve as the SMA account manager, partner with Regional Managers, Portfolio Managers, and Financial Advisors to deliver an exceptional advisor experience and drive organic asset growth.

This role emphasizes relationship management, client service, and cross-functional collaboration to implement SMA products and process improvements across

Qualifikationen

• Series 7, Series 66, and SIE licenses.
• Minimum 5 years in financial services or asset management.
• Strong understanding of investment markets and managed account solutions.
• Exceptional relationship management and client service skills.
• Outstanding written and verbal communication skills.
• Advanced proficiency with Excel, PowerPoint, and CRM platforms.

Aufgaben

• Serve as the dedicated SMA account manager for an assigned territory.
• Build and deepen relationships with financial advisors.
• Provide portfolio updates, investment commentary, and guidance to advisors.
• Coordinate meetings among advisors, regional managers, and investment specialists.
• Maintain advisor outreach focused on retention and growth.
• Identify risks and resolve complex SMA client issues.
• Support cross-functional collaboration to enable strategic SMA initiatives.

Kenntnisse

Relationship management

Client service

Communication skills

Multitasking

Tools

CRM platforms

Microsoft Excel

PowerPoint

Jobbeschreibung

Lord Abbett is seeking a Personal Account Management (PAM) Specialist to support the Separately Managed Accounts business across a defined territory. You will serve as the SMA account manager, partner with Regional Managers, Portfolio Managers, and Financial Advisors to deliver an exceptional advisor experience and drive organic asset growth.

This role emphasizes relationship management, client service, and cross-functional collaboration to implement SMA products and process improvements across