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Pershing Jobs in Texas (NOW HIRING)

Farther

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

Cetera

Senior Service Professional

Dallas, TX · Hybrid

$19 - $26.25/hr

Call Center experience Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Familiarity with Schwab, Fidelity or Pershing in systems like Orion and ...

Cetera

Senior Service Professional

Dallas, TX · Hybrid

$19 - $26.25/hr

Call Center experience Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Familiarity with Schwab, Fidelity or Pershing in systems like Orion and ...

Cetera

Senior Service Professional

Dallas, TX

$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 ...

Cetera

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 ...

Farther

Senior Trading Associate

Dallas, TX · On-site

$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 ...

Farther

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

Farther

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

Farther LLC

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

Farther

Senior Trading Associate

Dallas, TX · On-site +1

$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 ...

Farther

Senior Trading Associate

Dallas, TX · On-site

$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 ...

Farther LLC

Senior Trading Associate

Dallas, TX · On-site

$15 - $18/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 ...

Cetera

Senior Service Professional

Dallas, TX · Hybrid

$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 ...

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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 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:
Pershing jobs near you
Infographic showing various Pershing job openings in Texas as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 89% In-person, and 11% Hybrid job distribution.

Business Analyst / Product Owner

CYNET SYSTEMS

San Antonio, TX • On-site

$54/hr

Contractor

Posted 29 days ago

Job description

Job Overview:

Requirement/Must Have:

  • 1+ years of experience in business analysis or product ownership.
  • Strong stakeholder management and SAFe/Agile execution skills.
  • Expert in JIRA.
  • Experience with investment products, advisory platforms, broker-dealer systems, Pershing/NetX360, onboarding, portfolio management, and regulatory processes.

Responsibilities:

  • Create, refine, prioritize and approve features and stories.
  • Own backlog prioritization and product objectives together with business stakeholders.
  • Review and accept delivered features against acceptance criteria and Definition of Done.
  • Participate in demonstrations and provide confirmation that requirements have been met.
  • Act as the business/technology bridge, translating requirements into deliverable user stories and features.
  • Drive product roadmaps, stakeholder engagement and Agile delivery.
  • Support product governance, reporting, document management, and cross-functional coordination in the ISCO program.
  • Work with the CFO team for gathering requirements.

Founded in 2010 and headquartered in the Washington, DC metro area, Cynet Systems Inc. is a leading staffing and recruiting powerhouse. Proudly recognized as a nationally and locally certified diversity firm, Cynet delivers agile, scalable talent solutions across industries. With an active footprint in all 50 U.S. states and Canada, we support thousands of consultants through our expansive, high-performing recruitment engine operating across North America and Asia—ensuring speed, quality, and consistency in every hire.
Cynet Systems logo

About Cynet Systems

Sourced by ZipRecruiter

Cynet Systems Inc is a staffing and recruiting corporation nestled in Ashburn, VA, USA. Established in 2010, the company operates within the Information Technology and Services sector, specializing in providing effective workforce solutions to different business needs, including IT consulting, direct hire, and contract staffing services. Through the years, Cynet Systems has built an impressive portfolio, going beyond borders and expanding its operations internationally in Canada and India. Rooted in its core values of teamwork, leadership, and commitment, Cynet Systems helps businesses unlock their full potential by providing versatile and competent professionals that perfectly align with their needs. Fueled by their unwavering mission to deliver top-tier talent to businesses worldwide, Cynet Systems garnered various recognitions including SIA's fastest-growing staffing firms and Best Place to Work in Virginia for 2019.

Industry

It services

Company size

501 - 1,000 Employees

Headquarters location

Sterling, VA, US

Year founded

2010

Social media

Twitter

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