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- Tasks: Lead client success initiatives and deliver engaging training on innovative financial systems.
- Company: Join BNY, a top global financial services company driving transformative solutions.
- Benefits: Competitive pay, flexible resources, generous leave, and a focus on wellbeing.
- Why this job: Be part of a culture that values innovation and empowers your career growth.
- Qualifications: Experience in financial services training and strong communication skills required.
- Other info: Dynamic role with opportunities for travel and professional development.
The predicted salary is between 72000 - 108000 ÂŁ per year.
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.
We’re seeking a future team member for the role of Vice President, Client Success to join our EMEA Wealth Client Enablement team. This role is in London/Manchester.
Responsibilities- Become proficient in BNY Pershing's systems (Nexus, Nexus Wealth, Nexus Investor) and deliver client training across live, virtual, and on-demand formats; assist in building and maintaining an e-learning catalogue.
- Develop, update, and maintain multimedia training materials and user guides aligned to system functions, screens, and associated processes/products.
- Support live and post live client activities on site; partner with Sales and Relationship Managers to demo systems for prospective clients and run internal presentations for Pershing employees.
- Take a consultative approach with clients and prospects to optimise system adoption and usage, enabling successful onboarding and deeper penetration of Pershing services.
- Handle training administration (session scheduling, logistics, materials, tracking/reporting) and contribute to continuous improvement based on client feedback.
- Ideally bachelor’s degree in business, Finance, Education/Instructional Design, Communications, or a related field; or equivalent practical experience.
- A number of years total work experience, including prior systems-based training in Financial Services; solid knowledge of training theories and practices.
- Hands on proficiency with technical systems; ability to quickly learn Pershing workflows and translate complex functions into clear, client friendly training.
- Strong facilitation and presentation skills with excellent written language skills; confident communicator with a sales and consultative driven approach.
- Exceptional attention to detail and analytical mindset; comfortable supporting live/post live activities and traveling within the UK and internationally as needed.
- Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and basic Teams. Familiarity with Portfolio Management system would be beneficial.
At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn
BenefitsBNY 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.
AwardsAmerica’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Client Success in London employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President, Client Success in London
✨Tip Number 1
Get to know the company inside out! Research BNY's culture, values, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews by practising common questions and scenarios related to client success and training. Think about how you can demonstrate your consultative approach and technical skills during the chat.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the BNY family and ready to contribute to their innovative journey.
We think you need these skills to ace Vice President, Client Success in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about joining our team and making a difference in client success.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience that aligns with the job description. We love seeing how your skills can directly contribute to our mission at BNY.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for the Vice President, Client Success role. Share specific examples of your past successes and how they relate to what we do at BNY.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity.
How to prepare for a job interview at BNY Mellon
✨Know Your Systems
Before the interview, make sure you familiarise yourself with BNY Pershing's systems like Nexus and Nexus Wealth. Understanding these tools will not only help you answer questions confidently but also demonstrate your proactive approach to learning and client success.
✨Showcase Your Training Skills
Prepare to discuss your experience in developing training materials and facilitating sessions. Bring examples of multimedia training you've created or delivered, as this will highlight your ability to translate complex information into user-friendly content.
✨Consultative Approach is Key
During the interview, emphasise your consultative approach to client interactions. Share specific examples of how you've optimised system adoption and usage in previous roles, showcasing your ability to build strong relationships and drive client success.
✨Be Ready for Live Scenarios
Expect to engage in role-play or scenario-based questions that mimic real-life client interactions. Practising how you would handle live training sessions or client demos can help you feel more prepared and confident during the interview.
