Regional Investment Director – Vice President, Client Coverage

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BNY

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

🏦 Banking

Finance • Fintech • Banking

BNY is a leading global financial services company overseeing more than $50 trillion in assets. With a history of 240 years, BNY specializes in managing, moving, and safeguarding investments, serving over 90% of Fortune 100 companies and nearly all of the top 100 banks worldwide. They are committed to making money work for the world by creating solutions that benefit businesses, communities, and individuals.

📋 Description

• Own and execute the regional business plan for the North of England and Scotland • Deliver 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 • Manage the full sales cycle from prospecting and initial engagement through implementation and ongoing relationship management • Build account plans for priority firms using client and market insight • Present BNY Investments’ investment capabilities and solutions to clients • Match products and strategies to clients’ investment needs • Collaborate with Regional Client Coverage and teams across Investment, Product, Marketing, Client Service and other functions • Maintain understanding of regional client demand, competitor activity and market developments • Provide feedback to support distribution and product planning • Maintain accurate CRM, pipeline and forecasting information • Operate in line with company policies and applicable regulatory requirements

🎯 Requirements

• Strong track record in intermediary distribution, client coverage, relationship management or business development within asset management or financial services • Experience delivering against commercial targets • Good knowledge of the UK intermediary market, ideally including the North of England and Scotland • Existing regional client relationships preferred • Strong understanding of investment products and fund structures • Ability to position investment solutions effectively with intermediary clients • Proven ability to build senior client relationships • Experience managing a territory or portfolio of accounts • Ability to prioritise opportunities and progress business through the sales cycle • Strong communication, presentation and organisational skills • Disciplined CRM and pipeline management • IMC or an equivalent investment qualification preferred

🏖️ Benefits

• Highly competitive compensation • Benefits and wellbeing programs • Flexible global resources and tools for your life’s journey • Health-focused support • Personal resilience support • Financial wellbeing support • Generous paid leaves • Paid volunteer time • Support for employees and their families