Regional Investment Director – North of England and Scotland - BNY Investments (Vice President, Client Coverage)
BNY Investments is a leading investment manager, with $2.1 Trillion in assets under management. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Regional Investment Director – North of England and Scotland to join the UK Intermediary Distribution team. This role covers the North of England and Scotland and is home based.
In this role, you’ll make an impact in the following ways:
Own and execute the regional business plan for the North of England and Scotland, delivering agreed 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 and initial engagement 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.
Work closely with the Regional Client Coverage colleague and teams across Investment, Product, Marketing, Client Service and other functions to coordinate client activity and support opportunities.
Maintain a strong understanding of regional client demand, competitor activity and market developments, providing feedback to support distribution and product planning.
Maintain accurate CRM, pipeline and forecasting information while operating in line with company policies and applicable regulatory requirements.
To be successful in this role, we’re seeking the following:
- 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.
About Company
At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom & BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.
Company
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.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.Strong track record in intermediary distribution, client coverage, relationship management or business development within asset management or financial services; good knowledge of UK intermediary market; strong understanding of investment products; proven ability to build senior client relationships; IMC or equivalent preferred.
Key Responsibilities
- developing client relationships
- managing sales cycle
- presenting investment solutions
Skills & Tools
CRM
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United Kingdom
- Languages: English
Benefits
- Generous paid time off
About BNY
A leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world's investible assets. — Industry: Finance