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.
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. About the TeamAt 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.
Skills Required
- 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
- Knowledge of the North of England and Scotland intermediary markets
- Existing regional client relationships
- Strong understanding of investment products and fund structures
- Ability to position investment solutions effectively with intermediary clients
- Ability to build senior client relationships and manage a territory or portfolio of accounts
- Ability to prioritize opportunities and progress business through the sales cycle
- Strong communication, presentation, and organizational skills
- Disciplined CRM and pipeline management
- IMC or equivalent investment qualification
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
-
Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
-
Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
-
Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
