Wealth Management Analytics & Growth Director

careers-lordabbett; Jersey City (NJ); On-site; USD 180,000 - 225,000; Full time

Job summary

Lord Abbett seeks a Wealth Management Client Analytics Director to lead and evolve analytics across the distribution ecosystem. You will partner with field sales, marketing, and product to shape data-informed strategies and accelerate growth.

Responsibilities include defining segmentation, driving Next Best Action capabilities, and delivering actionable insights through advanced analytics and AI-enabled approaches. Strong leadership and data governance experience are essential.

Qualifications

• 10+ years of analytics, data strategy, or business intelligence experience in asset management or financial services.
• Experience partnering with field sales, platform relationship leaders and portfolio specialists to translate business needs into clear technical requirements.
• Leadership in distribution-focused initiatives and client insight strategies across model portfolios, SMAs and alternative investments.

Responsibilities

• Own holistic analytics strategy to support sales, product and marketing leaders.
• Lead client segmentation strategy across channels and engagement strategies for sales and marketing teams.
• Identify opportunities to improve distribution through data, automation, AI-enabled insights and advanced analytics.
• Drive Next Best Action capabilities and supporting field enablement resources to improve sales effectiveness and client engagement.
• Execute advanced analysis and ad hoc insights by integrating diverse data sources and delivering actionable insights.
• Advance data strategy and roadmap, contributing to client master data and scalable data architecture.
• Enable data-driven client strategy through segmentation, targeting, and campaign evaluation.
• Collaborate on data architecture and operations improvements with Data/Tech teams.
• Lead cross-functional initiatives from problem definition to measurable business impact.
• Translate data into insights to inform sales and distribution strategies.
• Promote data-driven culture with KPI-driven decision making across the sales organization.

Skills

Analytical thinking

Leadership

Stakeholder management

Communication

Influencing skills

Data strategy

Education

Bachelor's degree (implied)

Tools

Snowflake

AWS

SQL

Python

Job description

Lord Abbett seeks a Wealth Management Client Analytics Director to lead and evolve analytics across the distribution ecosystem. You will partner with field sales, marketing, and product to shape data-informed strategies and accelerate growth.

Responsibilities include defining segmentation, driving Next Best Action capabilities, and delivering actionable insights through advanced analytics and AI-enabled approaches. Strong leadership and data governance experience are essential.