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Pershing Jobs in Florida (NOW HIRING)

Amerantbank

Trader I

Miami, FL · On-site

Responsible for the firm's execution function related to all non-Pershing trades, mainly fixed income. Other execution responsibilities may include structured products, hedge funds, mutual funds and ...

NauticALL

Captain - 70' - Private

Miami Beach, FL · On-site

$95K/yr

Captain - 72' Pershing Motor Yacht (Private) *U.S. FLAGGED VESSEL - only candidates with valid US passport with be considered* Start Date: July 2026 Homeport: Miami, Florida Berthing arrangements:

NauticALL

Captain - 70' - Private

Miami Beach, FL

$95K/yr

Captain - 72' Pershing Motor Yacht (Private) *U.S. FLAGGED VESSEL - only candidates with valid US passport with be considered* Start Date: July 2026 Homeport: Miami, Florida Berthing arrangements:

Amerant Bank

Trader I

Coral Gables, FL · On-site

Other execution responsibilities may include structured products, hedge funds, mutual funds and non-Pershing foreign exchange Keep abreast of markets and security structures in order to provide ...

IDBNY

Customer Service Representative

Aventura, FL · On-site

$15.50 - $21/hr

Customer Service Representative Position Summary The Repapering Specialist will support the Pershing Conversion Project by managing client account repapering activities, collecting and validating ...

IDBNY

Customer Service Representative

Aventura, FL

$15.50 - $21/hr

Customer Service Representative Position Summary The Repapering Specialist will support the Pershing Conversion Project by managing client account repapering activities, collecting and validating ...

IDBNY

Customer Service Representative

Aventura, FL

$15.50 - $21/hr

Customer Service Representative Position Summary The Repapering Specialist will support the Pershing Conversion Project by managing client account repapering activities, collecting and validating ...

Jefferies

Wealth Management Sales Associate

Miami, FL

$75K - $100K/yr

Knowledge of Fidessa, Pershing and Addepar is helpful. * Bilingual in Spanish is required. Primary Location Full Time Salary Range of $75,000 - $100,000. #LI-DNI Jefferies is a leading global, full ...

Jefferies

Wealth Management Sales Associate

Miami, FL · On-site

$75K - $100K/yr

Knowledge of Fidessa, Pershing and Addepar is helpful. * Bilingual in Spanish is required. Primary Location Full Time Salary Range of $75,000 - $100,000. #LI-DNI About Us Jefferies is a leading ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · On-site

$48K - $50K/yr

Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides. Preferred Requirements: * 1+ years of investment advisory support experience * Completion ...

BNY

Senior Vice President, Credit Risk

Lake Mary, FL · On-site +1

$143K - $190K/yr

Pershing, LLC seeks Senior Vice President, Credit Risk in Lake Mary, FL, to coordinate risk management efforts for the assigned credit risk focus, such as Credit Analysis & Approval/Portfolio ...

BNY

Senior Specialist, Control

Lake Mary, FL · On-site

Collaborate across Global Clearing, GSS Enablement, and Pershing for KRIs and risk alignment. * Monitor and document Operational Risk Events (OREs) and remediation tracking. * Identifies, analyzes ...

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Pershing information

What is a Pershing?

Pershing jobs refer to positions at Pershing LLC, a subsidiary of BNY Mellon, which specializes in providing financial business solutions such as brokerage, clearing, custody, and settlement services for financial institutions and investment professionals. Roles at Pershing can range from client service representatives and operations analysts to technology, compliance, and sales positions. Employees at Pershing work to support the infrastructure and technology that enable financial firms to manage investments, transactions, and regulatory requirements efficiently. The company is known for its commitment to innovation, client service, and regulatory compliance within the financial services industry.

What is the difference between Pershing vs Financial Advisor?

AspectPershingFinancial Advisor
CredentialsTypically requires Series 7, 63, 65/66 licensesRequires Series 7, 63, 65/66 licenses; often CFP or other certifications
Work EnvironmentFinancial services firms, brokerage platformsIndependent or firm-based, client-facing
Industry UsageUsed by broker-dealers and custodiansUsed by financial planning firms and advisors
Primary RoleCustodian and clearing firm providing trading infrastructureProvides personalized financial planning and investment advice

Pershing is a custodian and clearing firm offering trading infrastructure, while a Financial Advisor provides personalized financial planning and investment advice to clients. Both roles often require similar licenses, but their functions and work environments differ significantly.

What are the key skills and qualifications needed to thrive as a Pershing operations specialist, and why are they important?

To thrive as a Pershing Operations Specialist, you need a solid understanding of financial services operations, securities processing, and relevant regulations, often supported by a degree in finance or business. Familiarity with Pershing’s NetX360 platform, trade settlement systems, and compliance tools is typically required. Strong attention to detail, problem-solving abilities, and effective communication are essential soft skills in this role. These skills and qualifications ensure accurate transaction processing, regulatory compliance, and reliable client service in a fast-paced financial environment.

What are some typical challenges faced by employees working at Pershing, and how can new hires prepare for them?

Employees at Pershing, a leading provider of clearing and custody solutions for financial services firms, often face the challenge of adapting to fast-paced regulatory changes and evolving client needs. New hires should be prepared to work in a highly regulated environment, where attention to detail and compliance are critical. Collaboration across departments—such as operations, technology, and client services—is essential to deliver seamless solutions. To succeed, new team members should be proactive in learning industry regulations and building strong communication skills to effectively partner with colleagues and clients.
What are popular job titles related to Pershing jobs in Florida? For Pershing jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Pershing jobs in Florida look for? The top searched job categories for Pershing jobs in Florida are:
What cities in Florida are hiring for Pershing jobs? Cities in Florida with the most Pershing job openings:
Pershing jobs near you
Infographic showing various Pershing job openings in Florida as of August 2026, with employment types broken down into 2% As Needed, 83% Full Time, 10% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 84% Physical, 9% Hybrid, and 7% Remote job distribution.

Full stack developer (heavier focus on the back end)

Palnar

Lake Mary, FL • On-site

Full-time

Re-posted 19 days ago

Job description

• Full stack developer (heavier focus on the back end)
• Angular/Java
• Bulk client onboarding portal (UI will be 20%)
• Collaborative team (onsite in Lake Mary office Tueday-Thursday)
• 2 rounds of interviews
• Containerized code
• Financial experience is not required
• Lead experience is a plus as this candidate may become the lead developer
• Goal is to convert to hire
• Pershing fingerprinting process

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