At a Glance
- Tasks: Lead client training and support for innovative financial systems in a dynamic environment.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Competitive salary, growth opportunities, and a chance to work with cutting-edge technology.
- Other info: Exciting career growth in a collaborative team focused on redefining the future of finance.
- Why this job: Make a real impact by optimising client success and driving transformative solutions.
- Qualifications: Experience in training within financial services and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
We are 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 a 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 systems would be beneficial.
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.
Locations
VP, Project Management in Cheshire, Warrington employer: BNY
At BNY, we pride ourselves on fostering a dynamic work culture that champions innovation and employee growth. Located in the vibrant cities of London and Manchester, our team members benefit from a collaborative environment where cutting-edge technology meets exceptional talent, providing ample opportunities for professional development and meaningful contributions to the global financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land VP, Project Management in Cheshire, Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace VP, Project Management in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
