Head of Advisor Consultant Performance
Listed on 2026-09-12
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Sales
CRM Systems & Management, Client Relationship Management
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:
Reporting to the Head of Internal Sales, the Head of Advisor Consultant Performance owns day-to-day desk execution, productivity, and performance management for Advisor Consultants beyond their first year on the desk. This role owns the proof: the daily coaching, call reviews, productivity, observed behaviors, and performance evidence that demonstrate whether Advisor Consultants are executing at a high level and ready for greater responsibility.
The role also leads desk-wide execution and adoption of initiatives focused on CRM/data usage, coverage alignment, process improvement, and strategic priorities.
- Lead Advisor Consultants beyond their first year through one-on-ones, coaching, call reviews, feedback, accountability, and career development.
- Translate Internal Sales priorities into clear expectations, measurable actions, disciplined execution, and consistent message/activity standards.
- Monitor CRM, activity, productivity, output, and performance data to identify trends, gaps, risks, and opportunities; recommend actions and reinforce high-quality follow-up.
- Support coverage alignment, territory management, Regional Manager partnership, client inquiries, sales execution, and prioritization of high-value opportunities.
- Partner with CRM, CIS, Technology, the Head of Internal Sales, the Head of Advisor Consultant Development, Business Development Specialists, External Sales, Client Services, and other stakeholders to improve desk efficiency and drive adoption of tools, data, and process improvements.
- Serve as a visible desk leader and model a collaborative, inclusive, accountable culture focused on coaching, execution, innovation, and continuous improvement.
- SIE, Series 7 and 66, nice to have Series 24 or willing to attain
- 7-8 years of firm or relevant industry experience, with success in an Advisor Consultant, Internal Sales, sales leadership, or related client-facing role.
- Strong understanding of markets, the firm, the industry, sales process, CRM/activity data, coverage alignment, and Advisor Consultant responsibilities.
- Excellent judgment, courage to make difficult decisions, and ability to manage ambiguity, prioritize effectively, and drive disciplined execution amid changing needs.
- Ability to motivate, coach, influence, and hold others accountable while maintaining trust, credibility, empathy, and strong communication/feedback skills.
- Commitment to inclusive leadership, talent development, collaboration, intellectual curiosity, continuous improvement, and a high-performance desk culture.
Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our…
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