Wealth Management Client Analytics Director

While the role is initially focused on execution and cross-functional integration, the ideal candidate will demonstrate the leadership capability, strategic orientation, and business acumen to evolve into a broader data and analytics leadership role over time. This role partners closely with wealth field sales leadership, Strategic Relationship Group (platforms), marketing, product, and senior management to drive data-informed commercial strategy, client engagement, and business growth.

The Role:

The Wealth Management Client Analytics Director is a strategic analytics leader responsible for shaping and advancing the analytics vision across the Wealth Management distribution ecosystem. This role partners closely with wealth field sales leadership, Strategic Relationship Group (platforms), marketing, product, and senior management to drive data-informed commercial strategy, client engagement, and business growth.

 

The Director will lead the evolution of analytics from reporting and measurement toward predictive, actionable, and scalable intelligence that directly influences distribution strategy, advisor engagement, campaign effectiveness, and commercialization outcomes.

 

This individual serves as the connective tissue across client, product, engagement, transaction, and sales activity data—translating complex information into business insights, strategic recommendations, and embedded workflows that improve decision-making and accelerate growth.

 

While the role is initially focused on execution and cross-functional integration, the ideal candidate will demonstrate the leadership capability, strategic orientation, and business acumen to evolve into a broader data and analytics leadership role over time.

We’ll trust you to::

• Own Holistic Analytics Strategy across Wealth Management: lead and provide actionable analytics to support sales leaders, product managers and marketing leaders
• Lead Client Segmentation Strategy: Define and evolve client segmentation frameworks across channels, including prioritization models and engagement strategies for sales and marketing teams
• Identify emerging opportunities to improve distribution effectiveness through data, automation, AI-enabled insights, and advanced analytics
• Drive Next Best Action Capabilities: Co-own and enhance next best action tools and supporting field enablement resources to improve sales effectiveness and client engagement
• Execute Advanced Analysis & Ad Hoc Insights: Conduct complex research and analysis by integrating diverse internal and external data sources; apply appropriate methodologies and deliver clear, actionable insights
• Advance Data Strategy & Roadmap: Contribute to the design and execution of the client master and broader analytics roadmap, identifying opportunities to drive growth and improve commercial outcomes
• Enable Data-Driven Client Strategy: Develop and evaluate audience segmentation, campaign targeting, product commercialization efforts, and execution effectiveness using data-driven approaches
• Collaborate on Data Architecture & Operations Improvements: Partner with Data and Technology teams to enhance client master data, improve data workflows, and inform scalable data architecture solutions
• Lead Cross-Functional Initiatives: Own and deliver strategic projects end-to-end—from problem definition through solution design and implementation—with clear, measurable business impact
• Translate Data into Insights: Apply deep expertise in first-party transactions, asset, opportunity and activity data to generate actionable insights that inform sales and distribution strategies
• Promote Data-Driven Culture: Foster data literacy, transparency, and KPI-driven decision-making across the sales organization

You'll need to have::

• 10+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services, with strong preference for wealth management intermediary experience
• Proven ability to partner with field sales, platform relationship leaders, and portfolio specialists to translate business needs into clear technical requirements and impactful solutions
• Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly across model portfolios, SMAs, and alternative investment products

• Strong understanding of wealth management distribution models, advisor channels, and commercialization strategies

• Enterprise mindset and strategic thinking
• Strong leadership and influencing skills
• High ownership, accountability, and execution focus
• Ability to translate data into business decisions
• Excellent analytical, communication, and stakeholder management skills
• High ownership and accountability

• Expertise in predictive analytics, machine learning, generative AI use cases, AI-enabled insights, or advanced analytics methodologies is strongly preferred
• Knowledge of Snowflake, cloud data platforms, modern analytics infrastructure, and data governance frameworks strongly preferred

• Data analytics and storying boarding expertise
• Deep expertise in client segmentation and operationalization of segmentation

• Familiarity with CRM platforms and sales enablement ecosystems
• Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON)
• Proficiency in Microsoft Office (Excel, PowerPoint)
• Deep understanding of data and analytics platforms

Why Lord Abbett?:

Principles based, performance oriented.

 

We invest in our people the same way we invest in our strategies: deeply, deliberately, and for the long term. As a private partnership, we answer to our clients and to each other. That creates an environment where responsibility is clear, good ideas are taken seriously, and people have the opportunity to shape what gets built and how.

 

You’ll work alongside colleagues who expect a lot of themselves and each other, with access to leaders who are invested in your development. You’ll have the opportunity to deepen your expertise, broaden your experience, and build a career shaped by your strengths and ambitions.

 

Our principles-based, performance-oriented culture is grounded in four values: Excellence, Responsibility, Transparency, and Collaboration. They guide how we make decisions, work together, and serve our clients.

 

Lord Abbett has been recognized by Pensions & Investments as one of the Best Places to Work in Money Management for six consecutive years.

 

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.