Intermediary Partnerships & Solutions Senior Director

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: Intermediary Partnerships & Solutions

Corporate Title: Senior Director

Department: Institutional Sales

Location: Charlotte, NC

Due to expansion, our US business is currently seeking a Client Portfolio Manager to support and grow our U.S. Wealth business. Barings Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. The ideal candidate combines strong investment knowledge with a client-centric mindset and the ability to communicate complex portfolio concepts clearly and confidently. The role is responsible for driving the development, product structuring and distribution of various investment strategies into the wealth channel. The candidate will be based in Charlotte, North Carolina, which is the preferred location, and will report directly to the Head of North America Insurance and Intermediary Distribution. New York or Boston may be considered as alternative locations if necessary.

Primary Responsibilities

Take lead Client Portfolio Management role within our US Wealth business:

• Act as primary investment-facing partner for U.S. wealth distribution channels, including strategic partners, platforms, and direct client relationships
• Communicating investment strategies internally and externally with the goal of growing assets under management in our wealth offerings
• Drive distribution efforts by articulating portfolio strategy, investment philosophy and performance outcomes
• Develop a close partnership with investment teams in order to deepen knowledge and expertise and be effective as a portfolio manager proxy in interactions with sales colleagues and clients. This will include:
  • Attending investment team meetings 
  • Serving as an active participant in meetings with current and prospective clients
  • Responding in a timely manner to client and prospect requests
• Identify, lead and coordinate new product development and positioning initiatives
• Help develop, maintain and prepare marketing and servicing materials for the U.S. Wealth platform. This will include pitch books and RFPs / DDQs as well as scheduled and ad-hoc updates and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc).
• Create Thought Leadership materials, in cooperation with investment staff and Barings Marketing staff

Qualifications

• Proven experience (10+ years) of relevant work experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role for U.S. Wealth
• Relationships with wealth platforms or financial advisors preferred but not required
• Excellent oral and written communication skills including an ability to assess and convey market dynamics, portfolio strategy and risk factors
• Prior experience with alternative assets and private markets; familiarity with registered fund offerings vs. traditional private fund structures
• An aptitude for public speaking in a variety of settings and audience sizes
• An entrepreneurial drive and desire to be a team player
• Strong organizational, facilitation and collaboration skills
• Willingness to travel
• Bachelor’s degree in finance, economics, or a related field.
• Series 7, 63 required. CFA designation preferred

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