Senior Associate, Client Education/Training
Location
Lake Mary, FL | United States
Job description
Overview
Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.
Authentic, innovative, and results-driven? Raise your hand if that sounds like you!
We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
We are actively seeking an experienced finance professional to join our team in the role of Senior Associate/ Client Trainer . This position requires a candidate with experience in the finance industry, a proven track record in designing and delivering high-impact training programs, and the ability to lead and work independently.
Key Responsibilities:
- Lead the development and implementation of finance training programs via our propriety platform for employees and clients across various business segments.
- Conduct in-depth needs assessments to identify gaps in product knowledge and design targeted training solutions.
- Collaborate with senior leadership to align training initiatives with organizational objectives and strategic priorities.
- Stay abreast of emerging trends in finance and incorporate innovative industry knowledge into training programs.
Qualifications:
- Bachelor's degree or the equivalent combination of education and experience in Learning & Development or related field is required.
- Minimum of 5-7 years of total work experience preferred. Experience in in training delivery or content design preferred. Understanding of the Bank's products preferred.
- Proven leadership experience, with the ability to inspire and guide a team of trainers.
- Exceptional communication and interpersonal skills.
- Advanced proficiency in financial modelling, analysis, and reporting
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
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 and 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: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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