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, wellness programs, and generous paid leave.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in the retirement market using cutting-edge technology and innovative solutions.
- Qualifications: Deep knowledge of UK pensions and proven track record in retirement propositions.
The predicted salary is between 100000 - 150000 € 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 in London employer: BNY
At BNY, 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 cutting-edge technologies and a collaborative environment that drives innovation and transformative solutions. With competitive compensation, generous benefits, and a commitment to personal wellbeing, BNY Investments is dedicated to supporting our employees' journeys both professionally and personally.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Retail Retirement - BNY Investments in London
✨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 potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching BNY Investments thoroughly. Understand their culture, values, and recent projects. This will help you tailor your responses and show that you’re genuinely interested in being part of the team. We want to see your passion shine through!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience in retail retirement and how it aligns with BNY's goals. We’re here to help you nail that interview!
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm and professionalism. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace Head of Retail Retirement - BNY Investments in London
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 tell us why you're passionate about retirement solutions and how your background aligns with our mission at BNY Investments. Be specific about what you can bring to the team.
Showcase Your Data Skills:Since strong commercial and data skills are key for this role, don’t forget to include examples of how you've used data to influence decisions or track outcomes in your previous roles. We love numbers!
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 ensure it gets the attention it deserves!
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 they leverage AI and data tools. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
✨Collaborate and Communicate
Highlight your experience in working across various teams like Product, Investments, and Sales. Be ready to discuss how you've influenced and led initiatives in the past. Strong communication skills are key, especially when engaging with advisory firms and platforms.
