At a Glance
- Tasks: Train clients on innovative financial systems and create engaging multimedia training materials.
- Company: Join BNY, a leading global financial services company with a culture of innovation.
- Benefits: Competitive salary, growth opportunities, and a dynamic work environment.
- Other info: Opportunity to travel and collaborate with top talent in the industry.
- Why this job: Make a real impact in finance while working with cutting-edge technology.
- Qualifications: Experience in training within financial services and strong communication skills.
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.
Vice President, Client Success in Manchester employer: BNY
At BNY, we pride ourselves on fostering a dynamic work culture that champions innovation and employee growth. As a Vice President in Client Success, you will be part of a leading global financial services firm located in the vibrant cities of London or Manchester, where you can leverage cutting-edge technology to make a meaningful impact. With a commitment to continuous improvement and a supportive environment, we empower our employees to thrive and redefine the future of finance.
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 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! Bring examples of multimedia training materials you've created in the past. This will demonstrate your ability to develop engaging content that aligns with BNY's needs.
✨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, it shows you're serious about joining the 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.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your consultative approach and how you can enhance client success at BNY Pershing.
Showcase Your Communication Skills:Since strong communication is key for this role, ensure your written application is clear and concise. Use professional language but let your personality shine through – we want to see the real you!
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 this exciting opportunity!
How to prepare for a job interview at BNY
✨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 genuine interest in the role.
✨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 demonstrate your hands-on proficiency and ability to translate complex information into client-friendly formats.
✨Consultative Approach
Be ready to explain how you would take a consultative approach with clients. Think of specific scenarios where you've successfully optimised system adoption or improved client experiences, as this aligns perfectly with what they’re looking for.
✨Attention to Detail
Highlight your analytical mindset and attention to detail during the interview. Prepare to discuss how you've handled training administration tasks in the past, such as scheduling and tracking, and how you’ve used client feedback for continuous improvement.
