The Role
The Regional Manager (“RM”) / External Wholesaler is responsible for proactively engaging Financial Advisors within a defined geographic territory in an effort to enrich existing relationships, identify cross-selling opportunities, and originate new producers. This individual is also responsible for understanding and assessing market conditions in an effort to provide the highest level of investment expertise to our clients.
We’ll trust you to:
- Generate all sales in his/her assigned territory by serving as a proactive relationship manager for assigned accounts
- Partner with financial advisors to promote the sale and marketing of Lord, Abbett & Co. mutual funds and products to their clients
- Articulate a deep knowledge of mutual funds, separately managed accounts, and retirement products
- Deliver seminars/presentations on a regular basis to financial advisors and the general public
- Coordinate marketing and sales support services for assigned accounts to enhance existing relationships and develop new ones
- Demonstrate a deep understanding of all Lord Abbett Market & Product Opportunity Presentations (MPOs)
- Understand current market conditions and the potential impact on our investment products
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You'll need to have:
- 3-5+ years prior sales experience, preferably in financial services. Mutual fund sales experience a plus
- Series 7 and 66 licenses
- Knowledge of securities markets and current market conditions
- Strong interpersonal, communication skills (written and verbal), and follow-up skills
- Proactive, collaborative team player
- High sense of urgency, and high degree of initiative and self-motivation
- Exceptional organization and time management skills
- Resourceful with excellent problem-solving skills
- Innovative, high energy, dynamic
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-Led - 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 - Embraces our mission: Securing a sustainable future for our clients, people, and world.
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.
Compensation Information: Annual base salary for this role is $75,000. 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.