Vice President, Client Success

BNY Mellon; Greater London; Hybrid; GBP 80,000 - 110,000; Full time

Job summary

A leading global financial services firm is seeking a Vice President, Client Success to join their EMEA Wealth Client Enablement team in London. The role involves delivering client training, developing multimedia training materials, and supporting client activities. Ideal candidates will have a background in finance, strong communication skills, and proficiency with various technical systems. This position offers a competitive compensation package and opportunities for personal growth and success.

Benefits

Flexible global resources

Paid volunteer time

Competitive compensation

Qualifications

• Ideally bachelor’s degree or equivalent practical experience.
• Several years of work experience in Financial Services.
• Hands-on proficiency with technical systems.

Responsibilities

• Deliver client training across various formats.
• Develop and maintain multimedia training materials.
• Support client activities and partner with sales teams.

Skills

Client training

System proficiency

Facilitation and presentation

Attention to detail

Analytical mindset

Consultative communication

Education

Bachelor's degree in relevant field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

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.

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.
• 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

Benefits

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.

Awards

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

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