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
The Head of Platform Management, U.S. Institutional, is a commercially focused operator responsible for translating strategy into execution. In partnership with the Head of U.S. Institutional and other enterprise leaders, this role will prioritize the design and implementation of mission-critical processes that drive new client acquisition and deepen relationships with existing clients.
Working in partnership with client-facing teams across the U.S. Institutional group, the Head of Platform Management will ensure disciplined coordination of internal and external efforts at each stage of the client lifecycle, from prospect engagement through due diligence and onboarding. Additionally, the role will own the orchestration of strategic engagements with clients and prospects, including communication plans and proactive executive outreach.
We’ll Trust You To
- Design and Drive Processes to Acquire New Clients and Grow with Existing Clients
- Partner with the Head of U.S. Institutional and client-facing teams to build standard operating procedures that will accelerate acquisition of new institutional clients and expand relationships with existing clients
- Ensure disciplined implementation of processes that enhance the firm’s ability to execute at critical points in the client acquisition process, e.g. transitioning engaged prospects transition into formal due diligence
- Coordinate and advise cross-functional working groups and deal teams to optimize engagements with clients and prospects e.g., due diligence on-sites, finals presentations, and industry conferences
- Provide Actionable Analysis and Insights
- Monitor and analyze Institutional Sales, Client Relationship Management, and Consultant Relations data and dashboards to assess progress against stated goals i.e. increasing the number of engaged prospects moving into due diligence, the conversion rate for prospects in due diligence, and the number of existing clients doing follow-on allocations or awarding new mandates
- Collaborate with institutional teams to acquire and deliver intelligence/data that informs prospecting and due diligence efforts, including development of prospect and client profiles
- Prepare and deliver executive-level reporting that provides insights into the health of the platform, informs strategy, and optimizes resource allocation
- Own Day-to-Day Platform Management
- Establish and manage the operating cadence of the U.S. Institutional platform, including engagements and deliverables that promote transparency and information flow i.e. team-wide strategy briefings and reporting, client lifecycle analyses, etc.
- Act as the primary coordination point for internal teams across Investments, Client Services (e.g., Marketing/Product Management, Client Information Services, RFP Team), and Corporate Services (e.g. Finance, Legal, Compliance, Operations, Technology, Finance)
- Partner with Finance and Human Capital Management on budgeting, expense management, headcount planning, and financial analysis
You'll Need To Have
- 10+ years of experience in asset management, with a strong understanding of institutional sales, consultant relations, and client service models
- Proven ability to lead front-office platforms, ideally in a COO, institutional distribution, business management, or strategy role
- Experience engaging directly with senior leadership and providing subject matter expertise
- Capacity to manage multiple complex initiatives simultaneously
- Strong commercial and financial acumen, with comfort analyzing data and embracing new technologies
- Exceptional organizational, communication, and stakeholder-management skills
- Strong judgment, attention to detail, and professionalism
- Comfort operating amidst complexity, ambiguity and change
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 $220,000-$270,000 . 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.
