At a Glance
- Tasks: Lead client success initiatives and deliver engaging training across various formats.
- Company: Join a leading financial services firm with a focus on client empowerment.
- Benefits: Competitive salary, professional development, and opportunities for international travel.
- Other info: Dynamic role with opportunities for growth and collaboration in a supportive environment.
- Why this job: Make a real impact by optimising client experiences and enhancing system adoption.
- Qualifications: Bachelor’s degree or equivalent experience in Business, Finance, or related fields.
The predicted salary is between 80000 - 100000 € per year.
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 located in London/Manchester.
In this role, you’ll make an impact in the following ways:
- 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.
To be successful in this role, we’re seeking the following:
- Ideally Bachelor’s degree in Business, Finance, Education/Instructional Design, Communications, or a related field; or equivalent practical experience.
- Several 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 travelling 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.
Vice President, Client Success in Manchester employer: BNY Mellon
At BNY Pershing, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to thrive. As a Vice President in Client Success, you will benefit from comprehensive training programmes, opportunities for professional development, and a collaborative culture that values innovation and client satisfaction. Located in the vibrant cities of London and Manchester, our team enjoys a perfect blend of professional growth and work-life balance, making it an exceptional place to build a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President, Client Success in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Vice President, Client Success role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of BNY Pershing's systems. Familiarise yourself with Nexus, Nexus Wealth, and Nexus Investor so you can confidently discuss how you'd deliver client training and optimise system adoption during your chat.
✨Tip Number 3
Showcase your training skills! Create a mini presentation or demo that highlights your ability to translate complex functions into clear, client-friendly training materials. This will not only impress interviewers but also demonstrate your hands-on proficiency with technical systems.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our team.
We think you need these skills to ace Vice President, Client Success in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Vice President, Client Success role. Highlight your training experience in financial services and any relevant systems you've worked with. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client success and how your background makes you a perfect fit for this role. Don’t forget to mention your consultative approach and any specific achievements that demonstrate your impact.
Showcase Your Communication Skills:Since this role requires strong facilitation and presentation skills, make sure your written application is clear and engaging. Use concise language and structure your application well. We love a confident communicator who can translate complex ideas into simple terms!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team at StudySmarter!
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 how these systems work will not only help you answer technical questions but also show your commitment to the role.
✨Showcase Your Training Skills
Prepare examples of how you've developed training materials or conducted training sessions in the past. Be ready to discuss your approach to making complex information accessible and engaging for clients.
✨Consultative Approach
Demonstrate your consultative skills by preparing to discuss how you would optimise system adoption for clients. Think about specific strategies you could implement to enhance their experience and deepen their engagement with Pershing services.
✨Attention to Detail
Highlight your attention to detail by discussing past experiences where this skill was crucial. Whether it’s in training administration or creating user guides, be prepared to share how you ensure accuracy and quality in your work.
