What are the responsibilities and job description for the Managed Account Associate position at Lord Abbett.com?
The Role
The Managed Account Associate is responsible for supporting the Managed Account Specialists in an effort to enrich existing client relationships and close Separately Managed Account business. Individuals in this role are required to possess knowledge of Lord Abbett’s SMA products, operational processes, marketing collateral, and market conditions to ensure clients receive an experience that exceeds expectations.
We’ll trust you to:
- Be a dedicated and trusted partner for SMA Specialists and Associates
- Assist with running client proposals, transition analysis, and zephyrs in a timely manner
- Review and make any necessary edits to client proposals and transition analysis
- Collaborate with the Investment team to ensure accurate and timely proposals and transition analysis
- Support marketing initiatives to distribute and enhance SMA content (kits, flyers, proposals, etc.)
- Partner with SMA Specialists to assist in ongoing operational items for clients
- Partner with Digital Services to drive operational efficiencies where appropriate
- Assist with reporting end-of-day sales and compelling SMA data to internal leadership
- Develop a deep understanding of Lord Abbett’s SMA business and products
- Embrace best practices
You'll need to have:
- Proactive, collaborative, “can-do” attitude
- Advanced excel and power point skills
- Ability to organize, plan and manage several concurrent initiatives with varying priorities
- Exceptional attention to detail
- High sense of urgency and degree of initiative and self-motivation
- Outstanding interpersonal, communication, and follow-up skills
- Ability to think analytically and problem solve
- The aptitude to learn and adapt quickly in a rapidly changing environment
- Real ambition to pursue a client-facing career
- Ability to obtain the Series 7, 66, and SIE licenses within the designated time frame
Why Lord Abbett?
Lord Abbett is a leading asset manager serving clients worldwide. Our purpose—securing a sustainable future for our clients, our people, and our world—fuels everything we do. Our clients trust us to manage approximately $240 billion in assets across a diverse set of investment strategies and vehicles. Inspired by our “dream big, work hard, have fun” principle, our people thrive in our vibrant culture and deliver lasting impact to our clients and communities. We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign’s Corporate Equality Index, a measure of LGBTQ workplace equality.
