Has worked with BNY Pershing software or any of the financial institutions that utilize Pershing for brokerage services.
Has worked with BNY Pershing software or any of the financial institutions that utilize Pershing for brokerage services.
System Analyst
San Antonio, TX · On-site
Has worked with BNY Pershing software or any of the financial institutions which utilize Pershing for brokerage services.
System Analyst
San Antonio, TX · On-site
Has worked with BNY Pershing software or any of the financial institutions which utilize Pershing for brokerage services.
RIA Integration Manager
Dallas, TX · On-site
$120 - $170/hr
Knowledge of custodians like Schwab, Fidelity, or Pershing. * Project management or process improvement certifications (PMP, Six Sigma). #J-18808-Ljbffr
RIA Integration Manager
Dallas, TX · On-site
$120 - $170/hr
Knowledge of custodians like Schwab, Fidelity, or Pershing. * Project management or process improvement certifications (PMP, Six Sigma). #J-18808-Ljbffr
Senior Service Professional
Dallas, TX · On-site
$24.50 - $31.75/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
Senior Service Professional
Dallas, TX · On-site
$24.50 - $31.75/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Senior Service Professional
Dallas, TX · On-site
$19 - $26.25/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
Senior Service Professional
Dallas, TX · On-site
$19 - $26.25/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
Private Client Associate
Dallas, TX · Hybrid
UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and ...
Private Client Associate
Dallas, TX · Hybrid
UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and ...
Private Client Associate
Dallas, TX · Hybrid
UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and ...
Private Client Associate
Dallas, TX · Hybrid
UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and ...
Senior Service Professional
Dallas, TX · On-site
$19 - $26.25/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
Senior Service Professional
Dallas, TX · On-site
$19 - $26.25/hr
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet * Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: * High School Diploma or GED * 1 ...
Client Experience Associate
Irving, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Client Experience Associate
Irving, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Financial Planning Manager
Fort Worth, TX · On-site
$90K - $115K/yr
... Pershing TD Ameritrade VeoOne Adhesion eMoney Riskalyze Microsoft 365 (Excel, Word, PowerPoint, teams) Google Suite (Docs, Sheets, Forms) RoboForm Guru Precise FP Why Join Strittmatter Wealth ...
Financial Planning Manager
Fort Worth, TX · On-site
$90K - $115K/yr
... Pershing TD Ameritrade VeoOne Adhesion eMoney Riskalyze Microsoft 365 (Excel, Word, PowerPoint, teams) Google Suite (Docs, Sheets, Forms) RoboForm Guru Precise FP Why Join Strittmatter Wealth ...
Senior Trading Associate
$14.75 - $17.75/hr
Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis. * Demonstrated ability to operate in high-volume trading ...
Senior Trading Associate
$14.75 - $17.75/hr
Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis. * Demonstrated ability to operate in high-volume trading ...
... Pershing, NFS, Smarsh, Albridge, Protegent, Salesforce and Docupace Experience supporting M&A, region growth efforts, complex supervision matters, or firmwide initiatives Compensation The salary ...
... Pershing, NFS, Smarsh, Albridge, Protegent, Salesforce and Docupace Experience supporting M&A, region growth efforts, complex supervision matters, or firmwide initiatives Compensation The salary ...
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903-2733 25475 Family Dollar
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903-2733 25475 Family Dollar
Client Experience Associate
Irving, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Client Experience Associate
Irving, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Client Experience Associate
Dallas, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Client Experience Associate
Dallas, TX · On-site
... Pershing * Comprehensive knowledge of the financial industry * Passion for creating increased efficiencies within current operational processes for the business and servicing clients Why Join Us
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903-2733 25475 Family Dollar
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903-2733 25475 Family Dollar
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903 04777 Dollar Tree
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903 04777 Dollar Tree
... Pershing, NFS, Smarsh, Albridge, Protegent, Salesforce and Docupace Experience supporting M&A, region growth efforts, complex supervision matters, or firmwide initiatives Compensation The salary ...
... Pershing, NFS, Smarsh, Albridge, Protegent, Salesforce and Docupace Experience supporting M&A, region growth efforts, complex supervision matters, or firmwide initiatives Compensation The salary ...
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903 04777 Dollar Tree
Customer Service Associate I
El Paso, TX · On-site
$13 - $18/hr
... Pershing Dr,El Paso,Texas 79903 04777 Dollar Tree
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 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 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 is the difference between Pershing vs Financial Advisor?
| Aspect | Pershing | Financial Advisor |
|---|---|---|
| Credentials | Typically requires Series 7, 63, 65/66 licenses | Requires Series 7, 63, 65/66 licenses; often CFP or other certifications |
| Work Environment | Financial services firms, brokerage platforms | Independent or firm-based, client-facing |
| Industry Usage | Used by broker-dealers and custodians | Used by financial planning firms and advisors |
| Primary Role | Custodian and clearing firm providing trading infrastructure | Provides 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 popular job titles related to Pershing jobs in Texas?
For Pershing jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Pershing jobs in Texas look for?
The top searched job categories for Pershing jobs in Texas are:
What cities in Texas are hiring for Pershing jobs?
Cities in Texas with the most Pershing job openings:
Other
Posted 11 days ago
Job description
Position: Business Systems Analyst
Location: San Antonio, Plano, TX or Charlotte, NC (Day 1 Onsite)
Duration: Long-Term
Must have:
- Experience with requirements elicitation and documentation using various industry-standard techniques.
- Experience writing system requirements.
- Ability to lead discussions to understand business requirements.
- Expected to work independently with business and technology SME s to refine and document technology requirements, consumable by agile teams.
Preferred (above plus the below):
Has worked with BNY Pershing software or any of the financial institutions that utilize Pershing for brokerage services.
About VRN Technologies
Sourced by ZipRecruiter
Industry
It services
Company size
51 - 200 Employees
Headquarters location
Austin, TX, US
Year founded
2008