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.
Job Summary
The primary role of the Managing Director, Head of Consultant Relations is to place Barings in a position to significantly grow its business through the development of new investment consultant relationships and enhancement of existing relationships in a globally co-ordinated manner. This key leadership position is responsible for setting and executing on an effective consultant coverage strategy, resulting in increased buy ratings, deep field consultant engagement and AUM/revenue growth for the firm.
Primary Responsibilities
- Develop and enhance a global strategy of covering investment consultants with a commercial focus, clear product priorities and effective coverage model designed to maximize growth opportunities
- Lead the consultant relations team, assigning appropriate coverage, managing, recruiting and retaining high-performing talent
- Develop and maintain strong, globally aligned relationships with research and field consultants at investment consulting firms
- Generate buy-ratings and effectively position the firm’s investment strategies and services
- Proactively identify business development opportunities within a consultant’s client roster and coordinate with relevant institutional sales colleagues to target and close the opportunities
- Closely collaborate with all distribution, investment team and product management colleagues in the US and with the broader Global Consultant Relations effort
- Anticipate challenges and marshal the firm’s resources to defend the firm’s existing client mandates
- Keep investment consultants informed of important events related to Barings’ investment strategies and effectively manage their expectations
- Effectively and consistently document interaction with consultants in the firm’s CRM system
- Channel competitive intelligence and market information to Barings’ senior management and to the firm’s product management teams
- Identify opportunities to enhance the consultant relationship through the introduction of relevant investment professionals, senior executives and timely thought leadership
- Maintain a thorough understanding of investment consulting firms, including their business strategy and competitors, client roster, key decision-makers/influencers and their biases, manager selection process, and communication preferences
Qualifications
- Bachelor’s degree. MBA and/or CFA strongly preferred
- FINRA Series 3, 7 and 63 required
- Extensive travel in support of the firm’s business priorities
- Minimum of 15 years of related institutional sales or consultant relations experience, including time spent in leadership roles
- Must have excellent sales and influencing skills
- Must work extremely well within a team-based environment while also being independent and self-motivated
- Demonstrate an understanding of Barings’ overall business, exhibit in-depth product knowledge across Barings’ investment capabilities, and possess the ability to articulate and communicate both effectively with investment consultants and institutional investors
- Strong private markets experience preferred
- Effective communicator with exemplary interpersonal and writing skills
- Must possess strong understanding of investment consulting firms in North America and globally
- Knowledgeable of current market trends and the competitive landscape across public and private markets
- Proven problem-solver who demonstrates effective organizational skills and follow-through
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