Regional Investment Director – North of England and Scotland - BNY Investments (Vice President, Client Coverage)

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

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