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Netx360 Jobs (NOW HIRING)

Stifel

Access Controls Analyst

Saint Louis, MO

... eQuest, NetX360, DTCC, etc. Work is assigned and performed according to firm policies and department guidelines. Employee has limited opportunity or authority to exercise discretion in work ...

Stifel

Access Controls Analyst

Saint Louis, MO · On-site

The Entitlements Control Analyst is responsible for maintaining and reviewing permissions within various software programs including but not limited to Thomson, Beta, eQuest, NetX360, DTCC, etc. Work ...

Insigneo Securities LLC

Operations Associate

Miami, FL · On-site

Previous experience using NetX360 is a plus. DESIRED SKILLS * Ability to work under pressure and time bound projects. * Ability to work with high volume of transactions in a fast-paced environment.

Stifel

Access Controls Analyst

Saint Louis, MO · On-site

... eQuest, NetX360, DTCC, etc. Work is assigned and performed according to firm policies and department guidelines. Employee has limited opportunity or authority to exercise discretion in work ...

Insigneo Securities LLC

Operations Associate

Miami, FL · On-site

Previous experience using NetX360 is a plus. DESIRED SKILLS * Ability to work under pressure and time bound projects. * Ability to work with high volume of transactions in a fast-paced environment.

Emigrant Bank

Intern - Capital Markets

Manhattan, NY · On-site

$25 - $30/hr

Develop integral knowledge of BNY Pershing NetX360 custodian platform * Preparation of regulatory and audit responses for external agencies Basic Requirements: * Bachelors Degree in Finance ...

Emigrant Bank

Intern - Capital Markets

Manhattan, NY · On-site

$25 - $30/hr

Develop integral knowledge of BNY Pershing NetX360 custodian platform * Preparation of regulatory and audit responses for external agencies Basic Requirements: * Bachelors Degree in Finance ...

Emigrant Bank

Intern - Capital Markets

New York, NY

$25 - $30/hr

Develop integral knowledge of BNY Pershing NetX360 custodian platform * Preparation of regulatory and audit responses for external agencies Basic Requirements: * Bachelors Degree in Finance ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K/yr

Process address changes in CRM, CSS, and NetX360 * Coordinate client gifts and tickets * Track gifts and tickets * Maintain Gift Log * Manage holiday card distribution * Track licensing and manage ...

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Netx360 information

What kinds of positions typically require experience with NetX360?

Experience with NetX360 is commonly required in roles within brokerage firms, investment operations, client service, and financial advisory teams. Professionals using NetX360 may serve as registered representatives, operations associates, or client service specialists, utilizing the platform to manage trades, client accounts, and reporting. On a daily basis, they interact with both internal team members and clients, using NetX360 to execute financial transactions, ensure compliance, and maintain accurate records. Familiarity with this system can increase efficiency and is highly valued by employers looking for candidates ready to work in fast-paced, regulated environments.

What are the key skills and qualifications needed to thrive in the Netx360 position, and why are they important?

NetX360 is not a professional job title but rather a financial platform developed by Pershing LLC for investment professionals. Therefore, there are no direct core skills or qualifications required for the job title 'Netx360.' If you're seeking a role that involves the use of NetX360, such as a financial advisor or operations specialist, expertise in brokerage operations, account management, and financial regulations is key, often supported by FINRA licenses and proficiency with the NetX360 system. Strong interpersonal communication, attention to detail, and analytical thinking are important for ensuring accurate transaction processing and client satisfaction in these roles.

What is a Netx360 job?

A Netx360 job typically refers to a role involving the use of Pershing's NetX360 platform, a financial services technology used by investment professionals to manage client accounts, trades, and compliance tasks. These roles may include financial advisors, operations specialists, or support analysts who rely on the platform for portfolio management, reporting, and trading. Employees in these positions need familiarity with financial regulations, investment products, and technology systems.

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Netx360 jobs near you
Infographic showing various Netx360 job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 75% Physical, 24% Hybrid, and 1% Remote job distribution.
Pershing Desk Lead

Pershing Desk Lead

PlanMember Financial Corporation

Carpinteria, CA • On-site

Full-time

Retirement

Posted 24 days ago

Job description

Company Description

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with advisors, affiliates and Financial Centers located across the United States. 


Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. 


An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember Model Plan offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. 


PlanMember's three operating subsidiaries are PlanMember Securities Corporation, PlanMember Services Corporation and PlanMember Advisor Corporation. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

Specialties

Retirement planning for nonprofits, for-profits and associations, IRA and non-qualified Investment & Savings Program, 403(b) and 457(b) Model Plan Program, Plan administration & compliance, Retirement Income Program, Local Union Retirement Income Program

Great Company, Wonderful Culture, Fantastic Benefits and Amazing Co-workers. Check out our website www.Planmember.com

Job Description

JOB TITLE: Pershing Desk Specialist

STATUS: Non exempt

REPORTS TO: Director of Trading Platforms

DEPARTMENT: Service Center


JOB SUMMARY: Dedicated Pershing/trade specialist. This representative will answer incoming calls and provide exceptional service and support to Planmember advisors and their clients, service our partners and our clients. Daily responsibilities will involve problem resolution, account research, account maintenance, trading and possible margin and option issues. In addition, the ideal candidate will have an understanding of order management systems, Pershing NetX is desired. The successful candidate will demonstrate an ability to interact with business partners, platform support and services, and have a thorough grasp of the technical as well as business aspect of any given issue.

MAJOR DUTIES/RESPONSIBILITIES:

Answer phone calls and provide comprehensive support involving

- Account Maintenance/Information 

- Products

- Platforms (NetX, SaveDaily and Planmember)

- Retirement Plans

- Distributions

- Application/paperwork issues (NIGO)

- Transfers

- ACH set up

- Web Support

- Trading

- Tax issues

- Commissions

- New business

Accurately enter securities transactions

Approve or reject trades based on compliance and house rules

Outbound calls for NIGO issues and margin/debit issues

NetX360 knowledge with ability to train new reps on platforms

Monitor platform for issues with trades, paperwork and cashiering

Work closely with Director to perform additional related duties as requested



Qualifications

JOB REQUIREMENTS: 


Series 7, 63 required. 65 is desired.


Strong Order Management System knowledge, NetX360 a plus, 1 year or more of experience desired.


Trading and market knowledge and experience


Compliance experience/knowledge


Strong listening skills


Collaborative


Proficient at Word and Excel


Detail oriented


Extremely responsive to client needs


Proactive and solutions oriented


See client issues through to completion

Additional Information

All your information will be kept confidential according to EEO guidelines.

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