Institutional Client Advisor

The Role

About Lord Abbett:

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.

From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.

We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.

Now that you know our history, are you ready to be part of our future?

Job Overview:

The Institutional Client Advisor serves as the primary point of contact for our institutional clients and limited partners. This senior role is instrumental in driving client satisfaction, retention, and growth across our investment platform. Individuals in this role will drive the firm’s strategic and tactical engagement with clients by leading day-to-day client communications and coordinating internally with key stakeholders. Individuals in this role seek to provide institutional clients with consultative support that amplifies the firm’s investment messaging and elevates each client’s assessment of Lord Abbett as an investment manager and partner, thereby complementing the efforts of our Institutional Directors to deepen and grow the firm’s enterprise relationships with our clients.

Success in the role will depend on collaborating with Institutional Directors, Marketing, Investments, and a centralized account operations team to optimize the delivery of relationship alpha, investment alpha, and operating alpha to our clients.

Client Relationship Leadership:
Act as a steward of the firm’s enterprise relationships with assigned institutional clients.

• Develop a deep understanding of each client’s investment pool(s), objectives, and preferences.
• Develop a deep understanding of each client’s organizational structure and priorities.
• Provide a single point of contact for all inquiries and touchpoints, ensuring a highly proactive and responsive service experience that meets client needs, amplifies the firm’s investment messaging, and creates relationship alpha.
• Prepare and lead quarterly and annual portfolio review meetings with clients, bringing in the appropriate investment professional for each client.
• Collaborate with Institutional Directors to deepen the firm’s relationships with institutional allocators and their field consultants.

Client Communication, Advisory and Business Development:
Act as a trusted advisor who can thoughtfully position Lord Abbett’s solutions to match client goals and needs.

• Develop and maintain strategic account plans for each key client, outlining relationship status, consultant involvement, cross-sell targets, and risk factors. Regularly update senior management on the health of client relationships, escalating any concerns and highlighting expansion opportunities.
• Proactively communicate with clients regarding investment performance, capital market updates, new investment opportunities, and relevant firm or industry developments.
• Advise clients on potential allocations across the firm’s offerings, tailoring our messaging to fit the unique context of the client’s asset pool(s).
• Partner with Institutional sales team to retain assets, garner additional contributions and win new mandates with our…