Institutional Client Advisor

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 Institutional Client Advisor serves as the primary point of contact for our institutional clients and limited partners. This senior role is instrumental in driving client satisfaction, retention, and growth across our investment platform. Individuals in this role will drive the firm’s strategic and tactical engagement with clients by leading day-to-day client communications and coordinating internally with key stakeholders. Individuals in this role seek to provide institutional clients with consultative support that amplifies the firm’s investment messaging and elevates each client’s assessment of Lord Abbett as an investment manager and partner, thereby complementing the efforts of our Institutional Directors to deepen and grow the firm’s enterprise relationships with our clients. Success in the role will depend on collaborating with Institutional Directors, Marketing, Investments, and a centralized account operations team to optimize the delivery of relationship alpha, investment alpha, and operating alpha to our clients. We’ll trust you to: Client Relationship Leadership: Act as a steward of the firm’s enterprise relationships with assigned institutional clients. Develop a deep understanding of each client’s investment pool(s), objectives, and preferences. Develop a deep understanding of each client’s organizational structure and priorities. Provide a single point of contact for all inquiries and touchpoints, ensuring a highly proactive and responsive service experience that meets client needs, amplifies the firm’s investment messaging, and creates relationship alpha. Prepare and lead quarterly and annual portfolio review meetings with clients, bringing in the appropriate investment professional for each client. Collaborate with Institutional Directors to deepen the firm’s relationships with institutional allocators and their field consultants. Client Communication, Advisory and Business Development: Act as a trusted advisor who can thoughtfully position Lord Abbett’s solutions to match client goals and needs. Develop and maintain strategic account plans for each key client, outlining relationship status, consultant involvement, cross-sell targets, and risk factors. Regularly update senior management on the health of client relationships, escalating any concerns and highlighting expansion opportunities. Proactively communicate with clients regarding investment performance, capital market updates, new investment opportunities, and relevant firm or industry developments. Advise clients on potential allocations across the firm’s offerings, tailoring our messaging to fit the unique context of the client’s asset pool(s). Partner with Institutional sales team to retain assets, garner additional contributions and win new mandates with our clients. Internal Coordination: Coordinate with stakeholders in Investments (e.g., Portfolio Managers), Marketing (Product Management) and client account operations to facilitate the institutional client operating model. Ensure that all new mandates are thoroughly profiled and vetted internally so that customizations and service requirements are understood and agreed upon prior to onboarding. Ensure that each client’s objectives, preferences and sensitivities are known, made transparent, and kept current. Earn the confidence of internal stakeholders in a common understanding of our clients. Coordinate impactful and efficient client engagement with Investment Professionals. Partner with Product Managers to curate information and responses for client requests. Maintain consistent communication with Account Operations team and Marketing to ensure that client lifecycle operations and service requirements are handled promptly and effectively. Represent the individual and collective views of our clients to ensure their needs and preferences inform the evolution of our investment offering and service delivery. You’ll need to have: Experience: 10+ years of experience in institutional client relations, marketing or institutional sales within asset management. Demonstrated history of articulating sophisticated investment processes, portfolios, and positioning. Education: Bachelor’s degree preferably in Finance, Business, or related field required. MBA or relevant postgraduate degree is a plus. Professional certifications such as CFA or CAIA are strongly preferred, reflecting a strong foundation in investment concepts and ethics. Industry & Product Knowledge: Deeply knowledgeable about public and private capital markets and institutional investor pools. Able to confidently discuss portfolio construction, performance drivers, and risk factors with sophisticated investors. Proficient in profiling client needs and tailoring investment solutions. Intellectually curious and committed to continuous learning in the ever-evolving investments landscape, especially as it pertains to alternatives. Skills: Exceptional communication skills – both verbally and in writing. Proven ability to deliver clear, compelling presentations to institutional audiences. Strong interpersonal skills with an ability to engage and influence executive teams – capable of building trust and rapport with clients and internal stakeholders alike. Able to interpret and explain performance metrics and analytics. Superior organizational skills and attention to detail. Collaboration & Leadership: Team-oriented mindset with experience navigating an interconnected organization. Able to influence and coordinate colleagues outside of direct reporting lines to serve client needs. Motivation & Fit: Entrepreneurial self-starter who takes initiative in improving client relationships, leveraging the firm’s leadership and resources. Thrives in a fast-paced environment and remains calm and structured when facing client deadlines or complex requests. Willingness to travel (~10-20%, or as needed) to visit clients and represent the firm at industry events and investor meetings. #J-18808-Ljbffr Lord Abbett.com