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

BNY; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

BNY Investments in London seeks a Regional Client Manager, UK Intermediary Distribution to join our UK Intermediary Sales team. You will build relationships with IFAs, wealth managers and advisory firms, supporting growth across a defined territory.

Working alongside Regional Sales Directors, you will identify opportunities, engage clients via calls and virtual meetings, and present our investment capabilities. A strong background in asset management sales and CRM is essential.

Qualifications

• 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.
• Bachelor's degree, IMC qualification or equivalent industry experience preferred. Relevant intermediary distribution or client-facing investment industry experience is required.

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.

Skills

Client relationship management

Business development

Sales support

Intermediary distribution

CRM experience

Education

Bachelor's degree or IMC qualification

Tools

Salesforce

Job description

Job Description

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. 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.

Job Description

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. 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 Client Manager, UK Intermediary Distribution to join our UK Intermediary Sales team. Working alongside Regional Sales Directors, you will build relationships with IFAs, wealth managers and advisory firms, helping drive client engagement, business development and growth across a defined territory. This role is located in London.

In this role, you’ll make an impact in the following ways:

• 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.

To be successful in this role, we’re seeking the following:

• 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.
• Bachelor's degree, IMC qualification or equivalent industry experience preferred. Relevant intermediary distribution or client‑facing investment industry experience is required.

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At 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.