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 across teams.
- 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 to join our EMEA Wealth Client Enablement team. This role is located 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.
Qualifications:
- 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: Convergex
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 unique blend of urban energy and access to a wealth of resources, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
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! Create a mini training session or presentation on a relevant topic and share it during your interview. This will demonstrate your ability to communicate complex information clearly.
✨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 take that extra step to connect with us directly.
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, like Nexus.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our EMEA Wealth Client Enablement team. Share specific examples of how you've successfully trained clients or improved system adoption in previous roles.
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 to demonstrate your communication prowess.
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 your enthusiasm for joining our team!
How to prepare for a job interview at Convergex
✨Know Your Systems
Make sure you’re familiar with BNY Pershing's systems like Nexus, Nexus Wealth, and Nexus Investor. Brush up on how these systems work and think about how you can explain their functions clearly to clients. This will show that you’re not just a candidate but someone who can hit the ground running.
✨Showcase Your Training Skills
Prepare to discuss your experience in developing training materials and delivering sessions. Bring examples of multimedia training you've created or facilitated in the past. Highlight your ability to adapt content for different formats, whether live, virtual, or on-demand.
✨Consultative Approach
Demonstrate your consultative skills by preparing scenarios where you’ve optimised system adoption for clients. Think about how you can help clients understand complex functions in a simple way. This will show that you can build strong relationships and support client success.
✨Attention to Detail
Be ready to discuss how you manage training administration tasks like scheduling and logistics. Share examples of how your attention to detail has led to successful training sessions or improved processes. This will highlight your organisational skills and commitment to continuous improvement.
