Overview
In this regional, home-based role you will lead the North of England and Scotland distribution strategy, driving sales, revenue, and client retention. You will cultivate senior intermediary relationships, manage end-to-end business development, and align investment capabilities with client needs. You’ll collaborate across Investment, Product, Marketing and Client Service to coordinate activity and inform product planning. This is a chance to shape regional growth within a globally respected firm that leverages AI and advanced technology to transform finance.
Pay / Benefits
- competitive compensation
- wellbeing programs
- flexible global resources and tools
- paid leaves including volunteer time
- career growth opportunities
- strong culture of excellence
Responsibilities
- Own and execute the regional business plan for the North of England and Scotland, delivering sales, net flow, revenue, retention and pipeline objectives
- Develop senior relationships with intermediary clients and prospects across wealth management, discretionary, advisory and regional firms
- Identify and develop new business opportunities, managing the full sales cycle from prospecting through to implementation and ongoing relationship management
- Build clear account plans for priority firms using client and market insight to prioritise opportunities and drive commercial outcomes
- Present BNY Investments’ investment capabilities and solutions to clients, matching products and strategies to their investment needs
- Collaborate with Regional Client Coverage and cross-functional teams to coordinate client activity and support opportunities
- Maintain understanding of regional client demand, competitor activity and market developments, providing feedback to distribution and product planning
- Maintain accurate CRM, pipeline and forecasting information while complying with company policies and regulatory requirements
Key requirements
- Strong track record in intermediary distribution, client coverage, relationship management or business development within asset management or financial services, with experience delivering against commercial targets
- Good knowledge of the UK intermediary market, ideally including the North of England and Scotland, with existing regional client relationships preferred
- Strong understanding of investment products and fund structures, with the ability to position investment solutions effectively with intermediary clients
- Proven ability to build senior client relationships, manage a territory or portfolio of accounts, prioritise opportunities and progress business through the sales cycle
- Strong communication, presentation and organisational skills, with disciplined CRM and pipeline management; IMC or an equivalent investment qualification is preferred
- Experience working with multiple teams and regulatory considerations
- Relationship management
- Communication
- Presentation
- CRM and pipeline management
- Understanding of investment products and fund structures
- Ability to position investment solutions to intermediaries
Regional Investment Director – North of England and Scotland - BNY Investments (Vice President, Client Coverage) employer: The Bank of New York Mellon
At BNY, we pride ourselves on fostering a culture of innovation and collaboration, making it an exceptional place for professionals in the financial services sector. Located in London, our team enjoys access to cutting-edge technology and a commitment to employee growth through competitive compensation, comprehensive benefits, and a focus on wellbeing. Join us to be part of a forward-thinking organisation that values bold ideas and empowers you to make a meaningful impact in the world of digital assets and payments.
Contact Details:
The Bank of New York Mellon Recruitment Team
