Head of U.S. Wealth

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.

Position Title: Head of U.S. Wealth

Corporate Title: Managing Director

Location: Charlotte, NC, Chicago, IL, Boston, MA, New York, NY,

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

Due to expansion, our US business is currently seeking a senior executive to lead the firm’s wealth distribution strategy and execution across the United States, driving growth in assets under management (AUM) through partnerships with intermediary firms, registered investment advisors (RIAs), independent broker-dealers, private banks and family offices. The role is responsible for helping to develop, structure and distribute investment strategies into the wealth channel. A critical component of this role is advancing the distribution of alternative investments and private assets, ensuring these solutions are effectively integrated into intermediary channels. 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.

Primary Responsibilities

• Develop and execute a comprehensive U.S. Wealth distribution strategy aligned with the firm’s global objectives.
• Define growth priorities across intermediary channels, including traditional and alternative investment solutions.
• Identifying and pursuing business opportunities within the desired channels, fostering long-term relationships with key stakeholders.
• Providing tailored investment solutions and superior service to meet the needs of clients and prospects.
• Collaborating closely with investment teams and other stakeholders to clearly articulate investment strategies and value propositions effectively.
• Ongoing monitoring of market trends and competitor activities to identify potential distribution opportunities.
• Domestic travel as necessary.

Qualifications

• Proven experience (15+ years) in a similar role, with a track record of successfully driving strategy and growing assets under management.
• Strong understanding of investment products, financial markets and portfolio construction concepts. A deep knowledge of public and private Fixed Income, and Real Estate asset classes is preferred.
• Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
• Strategic thinker with a proactive and organised approach to business development and client relationship management.
• Bachelor’s degree in finance, economics, or a related field.
• Series 24, 7, 63 required

If you excel in achieving outstanding client outcomes and thrive in a results-driven culture, we welcome your application.

Requisite Skills

Additional Skills

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