Regional Investment Director – Vice President, Client Coverage

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Take ownership and implement the regional business strategy for Northern England and Scotland.

• Achieve established targets for sales, net flow, revenue, retention, and pipeline management.

• Cultivate and strengthen senior-level relationships with intermediary clients and prospects within wealth management, discretionary, advisory, and regional firms.

• Identify and pursue new business opportunities.

• Oversee the complete sales cycle from initial prospecting and engagement to implementation and ongoing relationship maintenance.

• Develop account strategies for key firms utilizing client and market insights.

• Showcase BNY Investments' investment capabilities and solutions to clients.

• Align products and strategies with clients’ investment requirements.

• Collaborate with Regional Client Coverage and teams across Investment, Product, Marketing, Client Service, and other departments.

• Stay informed about regional client demand, competitor activities, and market trends.

• Provide insights to assist with distribution and product planning.

• Keep accurate records in CRM systems, including pipeline and forecasting data.

• Adhere to company policies and relevant regulatory standards.

⛳️ Requirements

• Proven success in intermediary distribution, client coverage, relationship management, or business development within asset management or financial services.

• Experience achieving commercial goals.

• Strong knowledge of the UK intermediary market, particularly in Northern England and Scotland.

• Existing relationships with regional clients are preferred.

• In-depth understanding of investment products and fund structures.

• Ability to effectively present investment solutions to intermediary clients.

• Demonstrated capability in building senior client relationships.

• Experience managing a territory or a portfolio of accounts.

• Skills in prioritizing opportunities and advancing business through the sales cycle.

• Excellent communication, presentation, and organizational abilities.

• Disciplined in managing CRM and pipeline processes.

• IMC or an equivalent investment qualification is preferred.

🏝️ Benefits

• Highly competitive salary.

• Comprehensive benefits and wellbeing programs.

• Flexible global resources and tools to support your life journey.

• Health-oriented support services.

• Assistance for personal resilience.

• Financial wellbeing resources.

• Generous paid leave policies.

• Paid time off for volunteering.

• Support available for employees and their families.