Regional Client Manager, UK Intermediary Distribution (Senior Specialist, Client Coverage)

Overview

In this London-based role, you’ll drive engagement and growth with UK intermediary clients, including IFAs and wealth managers. You’ll partner with Regional Sales Directors to cultivate new business, manage opportunities, and present BNY Investments’ capabilities. You’ll maintain active client dialogue via calls and virtual meetings, inform regional planning with market insight, and ensure high-quality cross-functional support. This position combines relationship-building with strategic opportunity development in a leading asset manager.

Pay / Benefits

• highly competitive compensation
• benefits and wellbeing programs
• global resources and tools
• paid leaves including paid volunteer time
• career growth and strong culture
• flexible resources for life’s journey

Responsibilities

• Build and manage relationships with intermediary clients across the region (IFAs, wealth managers, advisory firms)
• Collaborate with Regional Sales Directors to identify and progress new business opportunities
• Engage clients through calls and virtual meetings to strengthen long-term relationships
• Develop regional market knowledge of key firms, platforms, consolidators, and market trends
• Present BNY Investments’ products and investment capabilities to intermediary segments
• Manage sales pipeline activity with clear ownership and timely progression
• Utilize CRM tools and market intelligence to drive growth and regional planning
• Coordinate with Client Service, Marketing, Reporting, Performance and Compliance for high-quality client support

Key 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 (advisers, wealth managers, platforms, consolidators)
• Understanding of investment products, fund structures and distribution of investment solutions
• Strong communication and relationship-building skills with ability to manage commercial conversations
• Experience using Salesforce or similar CRM with focus on data quality and activity management
• Bachelor’s degree, IMC qualification or equivalent industry experience (preferred)
• Relevant intermediary distribution or client-facing investment industry experience

• Strong communication
• Relationship-building
• Commercial acumen
• Team collaboration
• Attention to detail
• Salesforce or similar CRM

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