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Vice President, Client Success

ExperiencedNo visa sponsorship
BNY Mellon logo

at BNY Mellon

Asset Management

Posted 3 months ago

No clicks

BNY Mellon is seeking a Vice President, Client Success to join the EMEA Wealth Client Enablement team in London/Manchester. The role focuses on delivering systems-based client training (live, virtual, on-demand), building and maintaining e-learning content, and developing multimedia user guides. The role supports live and post-live client activities, partners with Sales and Relationship Managers to demonstrate systems, and takes a consultative approach to optimise client adoption. Travel within the UK and internationally may be required.

Compensation
Not specified

Currency: Not specified

City
London, Manchester
Country
United Kingdom

Full Job Description

Vice President, Client Success

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.

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 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.
  • A number of 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 speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025


Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Vice President, Client Success

Compensation

Not specified

City: London, Manchester

Country: United Kingdom

BNY Mellon logo
Asset Management

3 months ago

No clicks

at BNY Mellon

ExperiencedNo visa sponsorship

BNY Mellon is seeking a Vice President, Client Success to join the EMEA Wealth Client Enablement team in London/Manchester. The role focuses on delivering systems-based client training (live, virtual, on-demand), building and maintaining e-learning content, and developing multimedia user guides. The role supports live and post-live client activities, partners with Sales and Relationship Managers to demonstrate systems, and takes a consultative approach to optimise client adoption. Travel within the UK and internationally may be required.

Full Job Description

Vice President, Client Success

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.

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 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.
  • A number of 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 speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025


Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.