Institutional Sales, Taft Hartley
About The Position
The Role About Lord Abbett: 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? Job Overview: 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.
Requirements
- 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
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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
