Senior Associate, Client Onboarding/Implementation Manager
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Overview
Job Description
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Senior Associate, Client Onboarding/Implementation Manager
Business Unit: Client Onboarding & Transitions
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary
Barings is seeking a professional to assist its global client onboarding function. This individual will have responsibility for the firm's client implementation processes across the business, assuming end- to-end onboarding of new separately managed client accounts and fund onboardings. This person will be responsible for executing the day-to-day processes, liaising directly with clients and internal teams and will help drive enhancements to Barings implementation processes and systems. This position will sit in Charlotte.
Primary Responsibilities
- Participate in the end-to-end implementation experience by facilitating post-sale client coverage
- Coordinate internal operational teams and shared services (e.g. compliance, legal, investor services, etc.) to ensure a superior client experience
- Coordinate contract negotiations and investment guideline decisions.
- Working with Barings transfer agents to ensure all AML/KYC processes are followed and clients accounts opened on a timely basis.
- Facilitate the process to prioritize client implementation activities
- Develop enhancements to Barings' implementation processes to improve efficiency.
- An eventual understanding of the firm's capabilities, products and services.
Qualifications
- 2+ years of asset management experience preferred
- Experience in client onboarding, project management or a transitions implementation role preferred
- Effective communicator, both verbally and in writing
- Ability to work with multiple teams, clients, and investment professionals
- Experience using BPM and/or CRM software a plus
- Outstanding interpersonal characteristics, reputation, and team orientation
- Bachelor's Degree, preferably in Finance or related field preferred
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Requisite Skills
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
FINANCIAL WELL-BEING
- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
LIFE INSURANCE
- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
OTHER BENEFITS
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program
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