BNY Mellon Careers

Specialist,Client Edu/Training

Lake Mary, Florida
Customer/Client Service

Job Description

Client Education/Training -  Responsible for delivering and following-up on trainings for more complex products. Develops agendas with clients to ensure learning solution content meets both client and business requirements. May customize content for specific clients to ensure development needs are met. Participates in and performs product demonstrations. Leverages advanced understanding of products to independently deliver basic and more complex trainings. Participates in and performs product demonstrations. Leverages internal and external consultative business partnerships to customize instructional content and product and communication materials, if requested by client. May supervise more junior staff. Supports cross-training of more junior staff and engages in cross-training with Client Education/Training team to grow knowledge of various business products. Responsible for following up on complex, and customized, trainings. Leverages tools to measure success of learning offerings and programs. Receives and shares feedback from clients in a continual effort to improve the overall user learning experience. Demonstrates advanced written and oral communication skills. Works to resolve issues with appropriate internal function(s) or client. Customizes training if required. Supports migration activities across all Lines of Business in EMEA/APAC. Supports product education for all internal users. Collaborates with business owners across operations, service, product and technology to understand business initiatives, challenges and priorities that can be incorporated into the learning experience. No direct reports. May provide guidance to less experienced staff. May have people management responsibilities in some geographies. Scope is limited to the quality and accuracy of own work, contributes to the achievement of team objectives.


Bachelor’s degree or the equivalent combination of education and experience in Learning and Development or related field is required.   5-7 years of total work experience preferred. Experience in in training delivery or content design preferred. Understanding of the Banks products preferred.  

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Florida-Lake Mary
Internal Jobcode: 70071
Job: Customer/Client Service
Organization: Pershing-HR06431
Requisition Number: 1800365