Intermediary Partnerships & Solutions – Senior Director

Barings•Charlotte, NC

12d

About The Position

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. 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.

Requirements

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
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.

Nice To Haves

Relationships with wealth platforms or financial advisors preferred but not required
CFA designation preferred

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

Benefits

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