BNY Mellon Careers

Specialist, Client Education/Training

Lake Mary, Florida
Customer/Client Service

Job Description

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.


As the fastest growing RIA custodian in the U.S., BNY Mellon’s Pershing Advisor Solutions offers a fast paced environment and dynamic culture where “client first” is paramount.  We serve 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!

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. Leverages internal and external consultative business partnerships to customize instructional content and product and communication materials, if requested by client. 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 internal associates and 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 product education for all internal users. Manages the roll out of technology projects and initiatives. Provides business knowledge and expertise for roll out of complex projects. 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. Will understand how to seek the input of key stakeholders and manage others to achieve desired results. Gathers client and internal feedback on opportunities for improvement. No direct reports. May provide guidance to less experienced staff. Scope is limited to the quality and accuracy of own work, contributes to the achievement of team objectives.


Bachelors 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.

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 Domestic-HR06431
Requisition Number: 1912097