VP, Client Success & Communications (Wealth Platform)

Posted today

bnyFlorida (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

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

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.