At a Glance
- Tasks: Lead the UK retail retirement strategy and drive growth across advisory and insurance channels.
- Company: Join BNY Investments, a global leader in financial services with a culture of excellence.
- Benefits: Competitive pay, flexible resources, generous leave, and a focus on wellbeing.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in the retirement market while collaborating with top professionals.
- Qualifications: Deep knowledge of UK pensions and proven track record in retirement propositions.
The predicted salary is between 80000 - 100000 € per year.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
We’re seeking a future team member for the role of Head of Retail Retirement to join the BNY Investments team. This role is located in London.
Responsibilities- Own the UK retail retirement strategy, including in‑retirement and decumulation, and reset it as needed.
- Act as the senior UK lead and external face of Retail Retirement for BNY Investments.
- Drive AUM and revenue growth across advisory (IFA/platform) and insurance channels.
- Set clear success measures and take accountability for pipeline, AUM, and revenue outcomes.
- Engage directly with advisory firms, platforms, wealth managers, and insurers to identify needs.
- Translate client and distributor needs into scalable retirement solutions (income, drawdown, risk management).
- Partner with Product and Investment teams on solution design, wrappers, and distribution.
- Lead retirement research, content, and thought leadership for advisers and distributors.
- Work with Sales and Marketing on go‑to‑market activity, training, and adviser education.
- Lead use of digital, data, and AI tools to improve adviser workflows, suitability, and outcomes.
- Deep knowledge of the UK retail pensions and retirement market across IFAs, platforms, wealth, and insurers.
- Proven track record building and commercialising retirement propositions with measurable results.
- Strong commercial and data skills, including attribution, pipeline, and outcome tracking.
- Experience influencing and leading across Product, Investments, Sales, Marketing, Technology, and Risk.
- IMC (or equivalent) required; pensions and financial advice qualifications preferred.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Head of Retail Retirement - BNY Investments employer: BNY
At BNY Investments, we pride ourselves on fostering a culture that prioritises employee growth and success, making us an exceptional employer in the financial services sector. Located in London, our team enjoys access to competitive compensation, comprehensive benefits, and a commitment to personal wellbeing, all while working with cutting-edge technology to drive impactful solutions in the retail retirement market. Join us to be part of a collaborative environment that values innovation and inclusivity, empowering you to make a meaningful difference in the lives of our clients and communities.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Retail Retirement - BNY Investments
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to folks on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching BNY Investments thoroughly. Understand their culture, values, and recent projects. This will not only help you answer questions but also show that you’re genuinely interested in the role and the company.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the Head of Retail Retirement role. Highlight your knowledge of the UK retail pensions market and how you can drive AUM and revenue growth. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at BNY Investments. Let’s get you that dream job!
We think you need these skills to ace Head of Retail Retirement - BNY Investments
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Head of Retail Retirement. Highlight your experience in the UK retail pensions market and any relevant achievements that showcase your ability to drive AUM and revenue growth.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for BNY Investments. Mention specific experiences that align with the responsibilities listed in the job description, like engaging with advisory firms or leading retirement research.
Showcase Your Data Skills:Since strong commercial and data skills are crucial for this role, don’t forget to include examples of how you've used data to track outcomes and influence decisions in your previous roles. This will show us you can handle the analytical side of things!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at BNY
✨Know Your Stuff
Make sure you have a solid understanding of the UK retail pensions and retirement market. Brush up on the latest trends, regulations, and key players in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Achievements
Prepare to discuss your proven track record in building and commercialising retirement propositions. Use specific examples with measurable results to illustrate your success. This will demonstrate your capability to drive AUM and revenue growth effectively.
✨Engage with the Interviewers
Remember, interviews are a two-way street! Prepare thoughtful questions about BNY's retail retirement strategy and how you can contribute. Engaging with the interviewers shows your enthusiasm and helps you assess if the company is the right fit for you.
✨Leverage Data and Technology
Since the role involves using digital, data, and AI tools, be ready to discuss how you've used these in past roles. Highlight any experience you have in improving adviser workflows or outcomes through technology, as this aligns perfectly with what BNY is looking for.
