Vice President

Vice President focuses on deliver client training across live, virtual, and on-demand formats.

What the role involves

• Deliver client training across live, virtual, and on-demand formats.
• Assist in building and maintaining an e-learning catalogue.
• Maintain multi media training materials and user guides aligned to system functions, screens, and associated processes/products.
• Supporting live and post live client activities Onsite.
• Handling training administration (session scheduling, logistics, materials, tracking/reporting) and contribute to continuous improvement based on client feedback.

Skills and requirements

• Ideally Bachelor’s degree in Business, Finance, Education/Instructional Design, Communications, or a related field.
• Several years total work experience, including prior systems based training in Financial Services.
• Solid knowledge of training theories and practices.

Candidate fit

• Ability to quickly learn Pershing workflows and translate complex functions into clear, client friendly training.
• Confident communicator with a sales and consultative driven approach.

Additional role context

• Become proficient in BNY Pershing's systems (Nexus, Nexus Wealth, Nexus Investor).
• 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.