Client Onboarding/Implementation Manager
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: Client Onboarding/Implementation Manager
Location: London, UK
Barings is a global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities, and employees, and is committed to sustainable practices and responsible investment. Learn more at www.barings.com.
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 London.
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
- 5+ years of asset management experience
- Experience in client onboarding, project management or a transitions implementation role
- Prior AML/KYC experience a plus
- 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
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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.
Date Posted
09/15/2024
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