South-West/West Director, Institutional RIA


Reporting to the Head of Institutional RIA, the Director is responsible for proactively engaging the largest Registered Investment Advisors (RIAs) within the South-West/Western part of the United States in an effort to cultivate new relationships, generate new business, and provide superior client service. This individual must bring focused expertise and a deep understanding of the institutional-level demands of these RIAs. Additionally, this individual must possess an outstanding work ethic, an insightful consultative approach, a proven ability to collaborate with colleagues, and the highest level of technical expertise.


Responsibilities include, but are not limited to:

  • Driving all sales in their assigned territory by serving as a proactive relationship manager for assigned accounts
  • Partnering with CIOs, Research Analysts, Principals and Financial Consultants to promote the sale and marketing of Lord, Abbett & Co. mutual funds and products to their clients
  • Articulating a deep knowledge of Lord Abbett, the capital markets, along with our mutual funds and separately managed accounts
  • Delivering presentations on a regular basis to Research Analysts and Investment Committees
  • Coordinating marketing and sales support services for assigned accounts to enhance existing relationships and develop new ones
  • Understanding current market conditions and the potential impact on our investment products
  • Collaborating closely with professionals in key areas of Lord, Abbett & Co., including Investments,Core Services, Institutional, Retail, Strategic Relations and Product Strategy



  • 10 + years prior experience in financial services, with 3 - 5+ years’ experience working with RIAs is preferred.
  • Ideally located within the territory
  • Series 7 and 66 licenses
  • Ability to work independently
  • Deep 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, and entrepreneurial

Meet Some of Lord Abbett's Employees

Caroline D.

Advisor Experience Consultant

Caroline builds and maintains relationships with financial advisors in two territories, assisting with their client inquiries to ensure Lord Abbett’s products and expertise are part of clients’ everyday decisions.

Caleb D.

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Caleb acts as a hybrid wholesaler covering the greater Appalachian region. He’s responsible for key broker dealer relationships in the field and from the home office.

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