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Lord, Abbett & Co. LLC · 2 weeks ago

Chief Operating Officer, US Wealth Management

Jersey City, NJ

Full-time

Onsite

Director/Executive

$230K/yr - $270K/yr

10+ years exp

Lord Abbett & Co. LLC is an independent firm focused on asset management, seeking a Chief Operating Officer for their U.S. Wealth business. The COO will partner with sales leadership to drive growth, manage talent, and enhance operational excellence through strategic initiatives and effective execution.

ConsultingFinancial Services

Responsibilities

Partner with the Head of U.S. Wealth and Sales Leaders to define business strategy and key initiatives, ensuring their execution through clear operating processes and KPIs

Model and manage the talent pipeline—forecast headcount needs, plan future role requirements, and ensure the sales organization remains fully resourced in partnership with HCM and Sales Leaders

Face off with Client Information Services (CIS) to provide the data, scorecards, and dashboards needed for effective performance management and territory execution. Translate insights into actionable recommendations for leadership

Support organizational scaling and territory expansion, including evaluating coverage needs, designing new territories, and refining the structure and roles of the sales organization over time

Manage the sales operating rhythm across national and regional calls, training programs, portfolio manager roadshows, and portfolio specialist travel

Partner with Finance and Sales Leadership on compensation, headcount planning, budgeting, expense management, and forecasting product flows

Collaborate with Product Management and Marketing to execute product scaling plans, ensuring clear communication, coordinated campaigns, and effective sales implementation

Collaborate with Strategic Relationship Management on dealer-specific strategic plans, aligning communication, priorities, and sales execution across key firms

Ensure coordination and communication across Sales Leadership, Marketing (Product Management and CIS), Finance, HCM, Legal, Compliance, and Senior Leadership to maintain alignment and follow-through

Lead or sponsor technology initiatives to improve sales efficiency (CRM, analytics, automation). Evaluate and implement process improvements for scalability and operational excellence

Partner with Compliance and Enterprise Risk Management and maintain business continuity plans and compliance adherence for the sales organization

Qualification

Asset ManagementSales OperationsData AnalyticsOrganizational DesignBudgetingTalent ManagementPerformance ManagementStrategic PlanningCommunication SkillsCollaborationLeadershipProblem Solving

Required

10–15+ years of experience in asset management, wealth management, or financial services, with significant exposure to U.S. Wealth / intermediary sales

Proven experience partnering directly with senior sales leadership (e.g., Head of Sales, National Sales Managers) as a strategic operator and advisor

Demonstrated ability to translate business strategy into operating priorities, KPIs, and execution plans

Experience leading long-term planning, organizational design, and key initiatives for growth and scalability

Deep background in sales operations, including: Performance dashboards, scorecards, and analytics; Territory design, coverage models, and execution oversight

Hands-on experience partnering with data/analytics teams (e.g., CRM, CIS, BI teams) to drive insights and accountability

Experience forecasting headcount needs, managing talent pipelines, and aligning staffing models with growth plans

Close partnership with HR/HCM and sales leadership on role design and resourcing decisions

Strong experience in budgeting, expense management, forecasting, and compensation planning within a sales organization

Comfort partnering with Finance on product flows, headcount planning, and incentive structures

Ability to drive alignment without direct authority

Experience leading or sponsoring CRM, analytics, automation, or workflow improvements

Ability to communicate effectively throughout all levels of the organization

Focus on scalability, efficiency, and operational excellence within sales organizations

Benefits

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus.

Competitive total compensation

Retirement plans

Competitive health and well-being plans

Company

Lord, Abbett & Co. LLC

Glassdoor3.5

Our Vision We aspire to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.

Founded in 1929

New Jersey, Saint Patrick, TTO

501-1000 employees