SMA Personal Account Management Specialist

About the role

Lord Abbett is an independent firm founded in 1929, known for its leadership, influence, and innovation in the asset management industry. The firm values intellectual curiosity, teamwork, and collaboration across the organization. They are seeking individuals 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.

Job Overview

The Personal Account Management (PAM) Specialist plays a critical role in supporting Lord Abbett's Separately Managed Account (SMA) business, which is one of the firm's fastest-growing strategic initiatives. This role involves serving as the dedicated SMA account manager for an assigned territory, building and deepening relationships with financial advisors, and coordinating meetings with various internal and external partners to deliver an exceptional advisor experience while driving organic asset growth.

Responsibilities

• 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.
• Career Development and Mentorship: Participate in professional development programs and mentor junior colleagues.

Requirements

• Series 7, Series 66, and SIE licenses.
• Minimum of 5 years of experience within the financial services or asset management industry.
• Strong understanding of investment markets, portfolio construction, and managed account solutions.
• Exceptional relationship management and client service skills.
• Outstanding written and verbal communication skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism, accountability, and attention to detail.
• Demonstrated ability to collaborate effectively across multiple business functions.
• Advanced proficiency with Microsoft Excel, PowerPoint, and CRM platforms.

Preferred

• CFA, MBA, or other advanced investment designation.
• Previous experience supporting Separately Managed Accounts (SMAs), Financial Advisors, or Investment Professionals.
• Experience presenting investment concepts and portfolio solutions to advisors or clients.

Benefits

Lord Abbett offers a competitive total rewards package, including:

• Annual base salary ranging from $100,000 to $115,000.
• Discretionary bonus eligibility.
• Retirement plans.
• Competitive health and well-being plans.

Why Lord Abbett?

Lord Abbett is committed to being the most respected asset manager in the world, admired for its people, performance, relationships, and organizational agility. The firm's culture is driven by three pillars: Principles-Based, Performance-Oriented, and Purpose-Driven. Lord Abbett is an equal employment opportunity employer, committed to providing equal opportunities to all qualified individuals without regard to protected characteristics.