At a Glance
- Tasks: Lead client success initiatives and deliver engaging training across various formats.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Competitive salary, growth opportunities, and a dynamic work environment.
- Other info: Collaborative team atmosphere with opportunities for international travel.
- Why this job: Make a real impact by optimising client experiences and driving transformative solutions.
- 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 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 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.
Vice President, Client Success in England employer: BNY
At BNY, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and innovation. As a Vice President in Client Success, you will have the opportunity to work with cutting-edge technology in a collaborative environment, while also benefiting from comprehensive training resources and a commitment to continuous improvement. Located in vibrant London or Manchester, our team is dedicated to empowering you to make a meaningful impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President, Client Success in England
✨Tip Number 1
Network like a pro! Reach out to current employees at BNY Pershing on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by mastering the systems mentioned in the job description. Familiarise yourself with Nexus and other tools so you can speak confidently about how you'd use them to enhance client success.
✨Tip Number 3
Showcase your training skills! Create a mini training session or presentation on a relevant topic and share it during your interview. This will demonstrate your facilitation skills and your proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Vice President, Client Success in England
Some tips for your application 🫡
Know Your Audience:Before you start writing, take a moment to understand who you're addressing. Tailor your application to resonate with the values and goals of the EMEA Wealth Client Enablement team. Show us that you get what we're about!
Showcase Your Skills:Highlight your experience in systems-based training and client success. Use specific examples to demonstrate how you've made an impact in previous roles. We want to see how your skills align with what we need for this position.
Be Clear and Concise:When it comes to written applications, clarity is key. Avoid jargon and keep your language straightforward. We appreciate a well-structured application that gets straight to the point without fluff.
Apply Through Our Website:Make sure to submit your application through our official website. This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at BNY
✨Know Your Systems
Before the interview, get familiar 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 to discuss your experience in developing training materials and delivering client training. Bring examples of multimedia training you've created or facilitated, as this will demonstrate your hands-on proficiency and ability to translate complex information into digestible content.
✨Consultative Approach
Be ready to explain how you would take a consultative approach with clients. Think of specific scenarios where you've optimised system adoption or improved client onboarding, as this aligns perfectly with what they’re looking for.
✨Highlight Your Communication Skills
Since strong facilitation and presentation skills are crucial, practice articulating your thoughts clearly. You might even want to prepare a mini-presentation on a relevant topic to showcase your confidence and communication prowess during the interview.
