Head of Advisor Consultant Performance

Lord Abbett.com

  • Jersey City, New Jersey
  • 3 days ago
  • $135,000–$155,000 Per Year

Highlights

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. 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.

Numbers & Facts

LocationJersey City, New Jersey
Salary$135,000–$155,000 Per Year

Description

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.

We’ll trust you to::
  • 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.
You'll need to have::
  • 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.
Why Lord Abbett?:

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 clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture.

  • Principles-Based - We empower our leaders to create an environment of trust.
  • Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
  • Purpose-Driven - We instill a passion for always putting our clients' interests first. 

We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

 

Compensation Information: Annual base salary for this role is $135,000 - $155,000. Salary is estimated for this role. Actual pay may be different.

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. 

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

 

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.

 

Important notice to Search Firms - Please Read Carefully
Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

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