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, travel opportunities, and professional development in a dynamic environment.
- Other info: Exciting role with opportunities for international travel and career growth.
- 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 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 a supportive atmosphere, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
