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About the Role
Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices. Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings. Maximize existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation. Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities. Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios. Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.
Responsibilities
- Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices.
- Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings.
- Maximize existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation.
- Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities.
- Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios.
- Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.
Requirements
- Experience in a client-facing role within asset management, wealth management or financial services.
- Strong understanding of the UK wealth management and intermediary distribution market; existing wealth manager relationships are advantageous.
- Strong knowledge of investment markets, macroeconomic trends and investment products across multiple asset classes.
- Excellent communication and presentation skills with the ability to engage credibly with senior internal and external stakeholders.
- Commercially focused, self-motivated and proactive, with strong relationship management, business development and collaboration skills.
Skills
- Relationship management
- Business development
- Collaboration
- Communication
- Presentation
Location
- London
Work Type
- Full-time
Experience Level
- Senior Specialist
Education Level
- Degree educated
- IMC qualified
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Focus on health
- Personal resilience support
- Financial goal support
- Generous paid leaves
- Paid volunteer time
About the Company
- 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.
- 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.
- The company powers the future of finance.
- BNY Newsroom: https://www.bny.com/corporate/global/en/about-us/newsroom.html
- BNY LinkedIn: https://www.linkedin.com/company/bnyglobal/posts/?feedView=all
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Equal Opportunity
- Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.