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Lord, Abbett & Co. LLC · 1 day ago

Institutional Sales, Taft Hartley

Jersey City, NJ

Full-time

Hybrid

Senior Level

$160K/yr - $190K/yr

5+ years exp

Lord Abbett is an independent investment management firm with a rich history in the asset management industry. They are seeking a Taft-Hartley Institutional Sales professional to develop and manage relationships within the Taft-Hartley market across the United States, utilizing a strategic sales approach to raise assets from relevant plans and stakeholders.

ConsultingFinancial Services

Responsibilities

Build and maintain relationships with Taft-Hartley plan sponsors, union trustees, and consultants across all U.S. regions

Navigate joint labor-management governance structures and understand regional nuances in plan administration

Develop and execute a national outreach strategy to engage key stakeholders in the Taft-Hartley space

Collaborate with Consultant Relations and Investment Strategy teams to deliver tailored solutions

Identify and qualify opportunities within plans typically over $500 million in assets

Respond to RFPs with a focus on Taft-Hartley-specific requirements and compliance standards

Represent Lord Abbett at national labor and trustee conferences, industry events, and union gatherings

Stay current on labor trends, regulatory developments, and competitive positioning across regions

Maintain a deep understanding of Lord Abbett’s investment process and product offerings

Qualification

Institutional salesTaft-Hartley marketSeries 7 licenseSeries 66 licenseInvestment products knowledgeInterpersonal skillsCommunication skillsOrganizational skillsTime management skills

Required

5+ years of experience in institutional sales, with a strong network in the Taft-Hartley market

Proven success working with union-affiliated plans and labor trustees

Series 7 and Series 66 licenses

Strong knowledge of investment products and market conditions

Excellent interpersonal and communication skills

High degree of initiative, responsiveness, and professionalism

Strong organizational and time management skills

Ability to travel nationally and work across time zones

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