Job Institutional Sales, Taft Hartley
Lord Abbett, Jersey City, NJ, United States
The Role
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? The Taft-Hartley Institutional Sales professional will be a key member of our Institutional Sales Team, responsible for developing and managing relationships within the Taft-Hartley market across the United States. This role requires a strategic and consultative sales approach to raise assets from Taft-Hartley plans and their associated consultants, trustees, and labor representatives nationwide. A successful candidate will be a collaborative, goal-oriented fundraising professional with a deep understanding of Taft-Hartley governance, union dynamics, and fiduciary responsibilities. We'll Trust You To:
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 You'll Need To Have:
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 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-Based - 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 - We instill a passion for always putting our clients' interests first. We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $160,000-$190,000. 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.
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? The Taft-Hartley Institutional Sales professional will be a key member of our Institutional Sales Team, responsible for developing and managing relationships within the Taft-Hartley market across the United States. This role requires a strategic and consultative sales approach to raise assets from Taft-Hartley plans and their associated consultants, trustees, and labor representatives nationwide. A successful candidate will be a collaborative, goal-oriented fundraising professional with a deep understanding of Taft-Hartley governance, union dynamics, and fiduciary responsibilities. We'll Trust You To:
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 You'll Need To Have:
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 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-Based - 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 - We instill a passion for always putting our clients' interests first. We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $160,000-$190,000. 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.