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.
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. About the TeamAt 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.
