This role involves managing the end-to-end implementation of new separately managed client accounts and fund onboardings
Job Summary
This role involves managing the end-to-end implementation of new separately managed client accounts and fund onboardings.
The successful candidate will coordinate with internal operational teams including compliance, legal, and investor services to ensure a superior client experience.
Barings offers a comprehensive benefits package including medical coverage, 401(k) matching, and paid volunteer time.
Matching Summary
This role involves managing the end-to-end implementation of new separately managed client accounts and fund onboardings.
Skills & Requirements
Must-have
Asset management experience
Client onboarding process execution
AML/KYC compliance coordination
Nice-to-have
Project management background
BPM or CRM software proficiency
Strong interpersonal communication skills
Key Requirements
2+ years of asset management experience preferred
Bachelor's degree in Finance or related field preferred
Experience in client onboarding or transitions implementation