Sr Trainer I – Customer Training Job recruitment

Sr Trainer I - Customer Training (Job Number: 1200683)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Bvrse, the Irish Stock Exchange and the London Stock Exchange.

Description

The Senior Trainer position is designed to help support the learning, educational, and technology utilization needs of our Introducing Broker Dealer Customers. As a subject matter expert on Pershing's applications and related policies and procedures, the trainer helps to ensure that our customers are utilizing our technology as efficiently and effectively as possible. Trainers have the unique opportunity to interact with varying audiences, across all corporate levels at the broker dealers and help to support each of their varied business lines. The trainers collaborate internally with the Global Strategic Relationship team and help support customers ongoing key business initiatives. Trainers also play a vital role in the support and transition of new business onto our platform. These responsibilities include helping the customers to acclimate to our technology and ensuring their transition to the Pershing platform is as seamless as possible.

On a daily basis, trainers conduct training using a variety of learning techniques including e-Learning and in person facilitation at one of Pershing's training facilities or on-site at a customer location. Trainers are required to stay abreast of Pershing's technology enhancements, work independently with customers while managing and conducting a schedule of training events that are in line with their specific needs. This role involves a significant amount of travel and is highly autonomous, requiring the trainers to consistently be able to make decisions, exercising good business judgment. In addition to their customer facing responsibilities, the trainers participate on various department and business unit teams.

Through collaboration efforts on these teams, trainers validate and propose enhancements to existing course offerings. They also play a key role in defining, developing and creating new learning offerings for customers. At a firm wide level, trainers utilize their broad level of knowledge to help drive forward initiatives and technology rollouts by actively representing the needs of our customers.

Qualifications

* BA/BS preferred
* 3 -5 Years Financial Services experience
* Series 7 Licensed is preferred

Primary Location: United States-USA-New Jersey-Jersey City
Job: Customer/Client Service
Organization: Pershing Domestic-HR06361