The Wealth Management Client Analytics Director is a strategic analytics leader responsible for shaping and advancing the analytics vision across the Wealth Management distribution ecosystem.
This role partners closely with wealth field sales leadership, Strategic Relationship Group (platforms), marketing, product, and senior management to drive data-informed commercial strategy, client engagement, and business growth.
The Director will lead the evolution of analytics from reporting and measurement toward predictive, actionable, and scalable intelligence that directly influences distribution strategy, advisor engagement, campaign effectiveness, and commercialization outcomes.
This individual serves as the connective tissue across client, product, engagement, transaction, and sales activity data—translating complex information into business insights, strategic recommendations, and embedded workflows that improve decision-making and accelerate growth.
While the role is initially focused on execution and cross-functional integration, the ideal candidate will demonstrate the leadership capability, strategic orientation, and business acumen to evolve into a broader data and analytics leadership role over time.
Own Holistic Analytics Strategy across Wealth Management: lead and provide actionable analytics to support sales leaders, product managers and marketing leaders
Lead Client Segmentation Strategy: Define and evolve client segmentation frameworks across channels, including prioritization models and engagement strategies for sales and marketing teams
Identify emerging opportunities to improve distribution effectiveness through data, automation, AI-enabled insights, and advanced analytics
Drive Next Best Action Capabilities: Co-own and enhance next best action tools and supporting field enablement resources to improve sales effectiveness and client engagement
Execute Advanced Analysis & Ad Hoc Insights: Conduct complex research and analysis by integrating diverse internal and external data sources; apply appropriate methodologies and deliver clear, actionable insights
Advance Data Strategy & Roadmap: Contribute to the design and execution of the client master and broader analytics roadmap, identifying opportunities to drive growth and improve commercial outcomes
Enable Data-Driven Client Strategy: Develop and evaluate audience segmentation, campaign targeting, product commercialization efforts, and execution effectiveness using data-driven approaches
Collaborate on Data Architecture & Operations Improvements: Partner with Data and Technology teams to enhance client master data, improve data workflows, and inform scalable data architecture solutions
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Lead Cross-Functional Initiatives: Own and deliver strategic projects end-to-end—from problem definition through solution design and implementation—with clear, measurable business impact
Translate Data into Insights: Apply deep expertise in first-party transactions, asset, opportunity and activity data to generate actionable insights that inform sales and distribution strategies
Promote Data-Driven Culture: Foster data literacy, transparency, and KPI-driven decision-making across the sales organization
10+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services, with strong preference for wealth management intermediary experience
Proven ability to partner with field sales, platform relationship leaders, and portfolio specialists to translate business needs into clear technical requirements and impactful solutions
Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly across model portfolios, SMAs, and alternative investment products
Strong understanding of wealth management distribution models, advisor channels, and commercialization strategies
Enterprise mindset and strategic thinking
Strong leadership and influencing skills
High ownership, accountability, and execution focus
Ability to translate data into business decisions
Excellent analytical, communication, and stakeholder management skills
High ownership and accountability
Expertise in predictive analytics, machine learning, generative AI use cases, AI-enabled insights, or advanced analytics methodologies is strongly preferred
Knowledge of Snowflake, cloud data platforms, modern analytics infrastructure, and data governance frameworks strongly preferred
Data analytics and storying boarding expertise
Deep expertise in client segmentation and operationalization of segmentation
Familiarity with CRM platforms and sales enablement ecosystems
Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON)
Proficiency in Microsoft Office (Excel, PowerPoint)
Deep understanding of data and analytics platforms
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 have been ranked #1 in Barron’s Best Fund Families for 2024 and 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 $170,000-$215,000 .
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.
Important notice to Search Firms - Please Read Carefully
Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities.
All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company.
In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company.
To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.
About Lord Abbett
Investment Management750 employeesFounded 1929
Independent investment firm providing active asset management services.
