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BNY

Safeguards and moves assets for investors

Head of Retail Retirement

Business Operations +1Confirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Deep knowledge of the UK retail pensions and retirement market across independent financial advisers, platforms, wealth, and insurers
  • Proven track record building and commercialising retirement propositions with measurable results
  • Strong commercial and data skills, including attribution, pipeline, and outcome tracking
  • Experience influencing and leading across Product, Investments, Sales, Marketing, Technology, and Risk
  • Investment Management Certificate (IMC) or equivalent required; pensions and financial advice qualifications preferred

Responsibilities

  • Own the UK retail retirement strategy, including in‑retirement and decumulation, and reset it as needed
  • Act as the senior UK lead and external face of Retail Retirement for BNY Investments
  • Drive assets under management and revenue growth across advisory (independent financial adviser/platform) and insurance channels
  • Set clear success measures and take accountability for pipeline, assets under management, and revenue outcomes
  • Engage directly with advisory firms, platforms, wealth managers, and insurers to identify needs
  • Translate client and distributor needs into scalable retirement solutions (income, drawdown, risk management)
  • Partner with Product and Investment teams on solution design, wrappers, and distribution
  • Lead retirement research, content, and thought leadership for advisers and distributors
  • Work with Sales and Marketing on go‑to‑market activity, training, and adviser education
  • Lead use of digital, data, and artificial intelligence tools to improve adviser workflows, suitability, and outcomes

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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