Vice President, Client Success

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 multi media 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.