Senior Specialist, Client Coverage, UK Wealth Distribution

BNY; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Paid leave

Volunteer time off

Job summary

BNY Investments in London seeks a Senior Specialist, Client Coverage for the UK Wealth Distribution team. You will support the UK wealth channel strategy, build relationships with investment managers and key decision-makers, and drive growth across wealth managers and family offices.

You will coordinate client coverage with internal teams, present market insights and investment solutions, and maintain accurate pipeline records while ensuring regulatory governance.

Qualifications

• 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.
• Degree educated and IMC qualified; CFA and/ or CAIA qualifications are desirable but not essential.
• 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.

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.
• Maximise 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.

Skills

Client-facing

Relationship management

Communication skills

Business development

Education

IMC qualified

CFA desirable

CAIA desirable

Job description

Job Description

We’re seeking a future team member for the role of Senior Specialist, Client Coverage, UK Wealth Distribution to join the BNY Investments team. This role is located in London.

Job Description

We’re seeking a future team member for the role of Senior Specialist, Client Coverage, UK Wealth Distribution to join the BNY Investments team. This role is located in London.

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

• 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.
• Maximise 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.

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

• 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.
• Degree educated and IMC qualified; CFA and/or CAIA qualifications are desirable but not essential.
• 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.

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.