VP, Client Success & Communications (Wealth Platform)
BNY
BNY invites a Vice President, Client Success to join the Wealth Services Platform team in Lake Mary, FL. This role focuses on translating operations, regulatory, and technology changes into clear messaging for financial advisors and clients, combining strong writing with rigorous content development and project management. The ideal candidate will have 5–7 years of experience in client communications, a Bachelors degree, and a background in B2B financial services communications, plus experience #J-18808-Ljbffr BNY
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the VP, Client Success & Communications (Wealth Platform) in Florida, NY vacancy
- BNY is looking for a Vice President, Client Enablement to join their Wealth Services Platform team in Lake Mary, FL. This role involves managing client onboarding processes for Broker Dealers and Advisors. The candidate is required to have strong project management skills...Platform
- ...for the role of Vice President, Client Enablement to join our Wealth Services Platform team. This role is located in Lake... ...Risk assessment, documentation, communication, and escalation. Performs data... ...and enables employees’ growth and success. As a leading global financial...PlatformWork experience placementWork at officeWorldwide
- The J.P. Morgan Wealth Management (USWM) business is focused on helping... ...- our digital investing platform. The combined business has ~$... ...for Financial Advisors, Clients, and Market Leadership who rely... ...opportunities for growth and financial success. Your work will directly...Platform
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on client... ...up-to-date knowledge of firm policies and platforms. The successful candidate will demonstrate exceptional...Platform
- BNY Mellon is seeking a Vice President, Client Service Management for Global Collateral Platform in Lake Mary. You will drive end‑to‑end client service across... ...cross‑functional collaboration, executive communication, and proactive service improvements to enhance client...Platform
- J.P. Morgan Advisors, the ultra‑high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, driving training programs and process improvements to fuel growth. Reporting to the...
$190k - $200k
...returns—we partner with clients year‑round to deliver... ...savings and long‑term wealth. Our mission is to... ...scale. Core Values Client Success – Our clients’ success... ...of everything we do. Communication & Collaboration – Open... ...integration across core platforms Implement and adapt...PlatformFull timeTemporary workSeasonal workRemote workMonday to FridayFlexible hoursWeekend workAfternoon shift- ...Corporate Trust, Structured Debt, Client Service Lead to join our... ...stakeholders across Platforms including Operations, Product... ...Management to drive service success and enable future commercial... ...relationship building. Exceptional communication, negotiation, and problem-...PlatformWorldwide
- ...J.P. Morgan Chase in Wealth Management is seeking a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors... .... This role offers exposure to a broad investment platform and opportunities to grow within Wealth Management....Platform
- ...an enthusiasm for helping our clients, taking care of our employees... ...and thought leadership platform along with cutting edge digital... ...Investment Associate in J.P. Morgan Wealth Management, you will provide... ...are directly linked to our success. We are an equal opportunity...Platform
- ...an enthusiasm for helping our clients, taking care of our employees... ...and thought leadership platform along with cutting edge digital... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...and support your teammates’ success and the goals of the bank,...Platform
- ...for the Payments Enablement Platform, ensuring critical payment services... ...reporting, and regulatory communications. Oversees resiliency... ...enables employees’ growth and success. As a leading global financial... ...to collaborate with clients, driving transformative solutions...PlatformWorldwideFlexible hours
- ...in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch... ...of relevant experience. Strong communication and organizational skills are... ...essential. Familiarity with the Schwab platform, Salesforce, or financial...Platform
- ...Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial... ...the bank’s offerings and communicating outputs to the FA. Support... ...information and technology platforms. Desired Qualifications Experience...PlatformSeasonal workWork at officeWork from homeShift workDay shift
- ...future team member for the role of Vice President, Cross-Functional Client Coverage and Business Development to join our Corporate Trust... ...CRM (ECRM) hygiene scores. Role Interfaces Internal: Platforms/practices/hubs leadership, product owners, sales/coverage teams...Platform
$205k - $275k
...insurance can be for our clients.The Vice President of... ...energy underwriting platform, with a primary focus... ...segment for the company.The VP of Energy will develop... ...to the platform's success and scalability.... ...business* Strong leadership, communication, and negotiation...PlatformRemote work- ...Job Description: Merrill Wealth Management is a leading provider... ...Advisors and Wealth Management Client Associates help clients... ...day‑to‑day practices, while communicating outputs to the FA Supports day... ...new information and technology platforms Desired Qualifications: Has experience...PlatformSeasonal workWork at officeWork from homeShift workDay shift
$200k - $220k
VP of Paid Search Department: Paid Search Location: Florida, USA... ...To: Senior Vice President, Client Services Description Clever Digital... ...business consulting. CDM’s success is powered by its industry-leading... ..., Microsoft Ads, and emerging platforms. Set the strategic direction...PlatformFull timeRemote workHome officeFlexible hours- ...Managing Director & Senior Wealth Strategist full-time Florida... ...with Managing Directors and the client team to prepare for and... ...industry publications, and online platforms. Ensure all content is... ...standards of legal writing. Meets/communicates regularly with outside...PlatformFull timeWork at office
- ...Consumer and Community Banking to develop and manage high-net-worth client relationships, delivering trusted, holistic financial solutions... ...client meetings, and ensure risk controls while growing the bank's wealth and lending relationships. #J-18808-Ljbffr Fairygodboss
$15k
...Vice President, Private Wealth - South (Florida to Texas) The VP, Private Wealth is a senior... ...income markets. The successful candidate should be capable... ...Team and internal client service partners to deliver... ...professional presence. Strong communication skills - verbal, written...Temporary workCasual workWork at officeRemote workWork visaFlexible hours- ...on building, preserving and managing wealth. You’ll use investments, planning, credit... ...banking know-how to support current clients and attract new business. You’ll join... ...team with a strong institutional platform backing you for success. The role emphasizes holistic balance...PlatformLocal area
- ...strategic and execution-obsessed VP of Product to own the... ...product roadmap across Maverick’s platforms – including our Beacon warranty... ...operational tooling – balancing client-facing features against back-... ...monitor KPIs to drive product success and operational excellence.• Stay...PlatformFor subcontractor
- ...banking professional to grow the branch through high-value client relationships and proactive service. The role... ...candidates bring 2+ years retail banking experience, strong communication skills, and a background in platform banking. The position offers on-site work with...Platform
- ..., care providers, and their clients. Oasis Financial is the largest... ...– creating a powerful platform to deliver faster, more seamless... ...the legal community. Success in this role is measured by... ...Excellent written and verbal communication skills, with acute listening...PlatformRemote workFlexible hours
- Morgan Stanley is seeking a Registered Client Service Associate in New York to help grow client relationships and deliver a high standard... ...guide clients through Morgan Stanley Online and other digital platforms. The role emphasizes compliance, accurate documentation, and...Platform
- ...and growth potential. Role Overview The client is seeking a Vice President of Operations... .... Partner with leadership on hiring, succession planning, leadership development, and org... ...into a stronger, more scalable operating platform. Equal Employment Opportunity: HireVenture...PlatformFor contractorsWork at office
$200k - $230k
...precision, scalable systems, and client‑first innovation. Our Origin... ...the company's expansion and success. The Vice President of... ...to create a best‑in‑class RCM platform that differentiates us in the... ...high performance. Exceptional communication and interpersonal skills, capable...PlatformFull timeWork at officeRemote workFlexible hours- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...exceptional client experience Demonstrated success driving sales growth by focusing on... ...Demonstrated understanding of investments, wealth planning, credit and banking concepts Required...Temporary workWork at officeImmediate start
- ...and delivering for our clients, teammates,... ...America, you can build a successful career with opportunities... ...preferences, and overall wealth strategy, being responsive... ...entire Private Bank platform A high‑touch, client‑... ...Analytical Thinking Oral Communications Referral Management...PlatformWork at officeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Client Success & Communications (Wealth Platform). Be the first to apply!
Related searches
- vice president hotel operations Florida, NY
- vp Florida, NY
- vp technology Florida, NY
- vice president media Florida, NY
- vice president business development Florida, NY
- vice president quality assurance Florida, NY
- vice president design Florida, NY
- vp support Florida, NY
- vice president nursing Florida, NY
- vice president product development Florida, NY


