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About the Role

BNY Investments is seeking a Regional Client Manager, UK Intermediary Distribution to join their UK Intermediary Sales team. This role involves building relationships with IFAs, wealth managers, and advisory firms to drive client engagement, business development, and growth across a defined territory.

Responsibilities

Build and manage relationships with intermediary clients across an assigned region, including IFAs, wealth managers and advisory firms.
Partner with Regional Sales Directors to identify, develop and progress new business opportunities within target firms.
Engage clients through telephone and virtual meetings, maintaining regular contact and strengthening long-term relationships.
Act as a regional market specialist, developing knowledge of key firms, platforms, consolidators and local market trends.
Present BNY Investments’ products, solutions and investment capabilities to a range of intermediary client segments.
Manage sales pipeline activity, ensuring timely follow up, clear ownership and progression of opportunities.
Use CRM tools and market intelligence to analyse activity, identify growth opportunities and support regional planning.
Work closely with Client Service, Marketing, Reporting, Performance and Compliance teams to deliver a high standard of client support.

Requirements

Experience in client relationship management, business development, sales support or intermediary distribution within asset management, wealth management or financial services.
Knowledge of the UK intermediary market, including financial advisers, wealth managers, platforms and consolidators.
Understanding of investment products, fund structures and the distribution of investment solutions.
Strong communication and relationship-building skills, with the confidence to engage clients and manage commercial conversations.
Experience using Salesforce or a similar CRM platform, with strong attention to data quality and activity management.
Relevant intermediary distribution or client-facing investment industry experience is required.

Skills

Salesforce or similar CRM platform
Communication
Relationship-building

Location

London

Work Type

Full-time

Experience Level

Entry-level
Mid-level

Education Level

Bachelor's degree
IMC qualification

Benefits

Highly competitive compensation
Benefits and wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

About the Company

BNY Investments is a leading investment manager with $2.2 Trillion in assets under management.
BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets.
BNY harnesses cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions.
BNY is recognized as a top destination for innovators where bold ideas meet advanced technology and exceptional talent.

Equal Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.