SMA Personal Account Management Specialist

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:

Lord Abbett's Separately Managed Account (SMA) business is one of the firm's fastest-growing strategic initiatives, serving financial advisors and clients across Municipal Fixed Income, Taxable Fixed Income, and Equity investment strategies. The Person al Account Management (PAM) Specialist plays a critical role in supporting this growth by serving as the dedicated SMA account manager for an assigned territory.

Partnering closely with Regional Managers, Portfolio Managers, Financial Advisors, Product Management, Operations, and other internal business partners, this position combines relationship management, investment knowledge, business development, and operational expertise to deliver an exceptional advisor experience while helping drive organic asset growth.

This is a highly visible role that offers significant exposure across the organization and provides opportunities to influence strategic initiatives, improve operational processes, and help shape the future of Lord Abbett's SMA business.

Advisor Relationship Management

• 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 consistent advisor outreach focused on retention, satisfaction, and expanding existing relationships.

Client Experience & Operational Excellence

• Coordinate account maintenance activities including deposits, withdrawals, tax-loss harvesting, restrictions, account transitions, and contract delivery.
• Partner with across internal and external partner teams to ensure timely and accurate execution of advisor requests.
• Maintain exceptional responsiveness while ensuring operational accuracy and compliance.
• Proactively identify implementation risks, resolve issues, and elevate complex matters appropriately.
• Maintain accurate documentation and provide clear communication to stakeholders throughout the client lifecycle.
• Contribute to process redesign, workflow standardization, and automation initiatives that improve scalability and reduce operational risk.
• Share knowledge and best practices that strengthen consistency across the SMA Services function.

Cross-Functional Coordination

• Collaborate across Investments, Operations, Product Management, Marketing, Technology, Relationship Management, and Legal & Compliance to deliver strategic initiatives.
• Resolve complex account issues through effective cross-functional collaboration.
• Support implementation of…