Senior Associate, Client Onboarding/Implementation Manager

Barings•Charlotte, NC

About The Position

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.

Requirements

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

Nice To Haves

Bachelor's Degree, preferably in Finance or related field preferred

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.

Benefits

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
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
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
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
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program