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Pershing Jobs in Hackensack, NJ (NOW HIRING)

Farther

AI-Native Data Platform Engineer

New York, NY · On-site

$125K - $150K/yr

Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems * Build and evolve canonical models for accounts, positions, transactions ...

Farther

Senior Trading Associate

New York, NY

$16.50 - $19.75/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

AI-Native Data Platform Engineer

New York, NY · On-site +1

$125K - $150K/yr

Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems * Build and evolve canonical models for accounts, positions, transactions ...

Farther LLC

Senior Trading Associate

Manhattan, NY · On-site

$16.50 - $19.75/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

New York, NY · On-site +1

$16.50 - $19.75/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 ...

BNY

Vice President, Full-Stack Engineer

Manhattan, NY · On-site

Pershing, Schwab, and bank custody-including cross-hierarchy custodian bindings where different firms route through different custodians. * Implement per-client trading discretion configuration (e.g ...

BNY

Vice President, Full-Stack Engineer

New York, NY · On-site

Pershing, Schwab, and bank custody-including cross-hierarchy custodian bindings where different firms route through different custodians. * Implement per-client trading discretion configuration (e.g ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Custodial platforms such as Schwab, Fidelity, or Pershing Education * Bachelor's degree in business, finance, management, or a related field preferred TCWGlobal is an equal opportunity employer. We ...

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All JobsPershing JobsPershing Jobs in Hackensack, NJ

Pershing information

See Hackensack, NJ salary details

$15

$39

$54

How much do pershing jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for pershing in Hackensack, NJ is $39.85, according to ZipRecruiter salary data. Most workers in this role earn between $24.38 and $50.34 per hour, depending on experience, location, and employer.

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 Hackensack, NJ? For Pershing jobs in Hackensack, NJ, the most frequently searched job titles are:
What job categories do people searching Pershing jobs in Hackensack, NJ look for? The top searched job categories for Pershing jobs in Hackensack, NJ are:
What cities near Hackensack, NJ are hiring for Pershing jobs? Cities near Hackensack, NJ with the most Pershing job openings:
Pershing jobs near you
Infographic showing various Pershing job openings in Hackensack, NJ as of July 2026, with employment types broken down into 2% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 1% Contract. Highlights an 83% Physical, 9% Hybrid, and 8% Remote job distribution, with an average salary of $82,894 per year, or $39.9 per hour.

Associate, Wealth Management

Valley Bank

Manhattan, NY • On-site

Full-time

Posted 9 days ago

Valley Bank rating

7.3

Company rating: 7.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

113th of 170 rated banks

Job description

The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development and growth of business through engaging and utilizing the full capabilities of the firm. The role is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner and additionally responsible for managing the processes associated with client onboarding, maintenance, securities transactions, and inquiries.
Responsibilities include but are not limited to:
  • Lead and manage the client onboarding process and coordinate the process flow by partnering with internal business units.
  • Use independent judgement and discretion while supporting client needs. Acts as the first point of escalation for problem resolution and proactively reaches out to clients to resolve reporting metrics issues to ensure a personalized client experience.
  • Proactively identify potential opportunities for existing customers, including identifying clients who are potential candidates for specific products and services. Independently reach out to internal referrals to identify opportunities.
  • Regularly perform analysis on client investment accounts to prepare client portfolio reviews and other materials for client meetings. Assist in developing sales plans for each client based on analysis of cash reports, upcoming maturity reports and other metrics to help grow business.
  • Accompanies wealth sales professional on client calls as subject matter expert and primary client contact to provide information regarding service, operations, products, and technology platforms.

Other Responsibilities:
  • Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
  • All other duties as assigned.

Required Skills:
  • Strong understanding of Bank's policies, procedures and capabilities through comprehensive knowledge of all Valley Wealth Management products.
  • Build and maintain positive and productive working relationships within Valley Bank in order to resolve any potential client issues and problems efficiently.
  • Strong written and verbal communication skills to communicate effectively with clients and staff across all levels of organization.
  • Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
  • Strong work ethic with pride in ownership of taking assigned tasks to completion.
  • Detail oriented with proven organizational skills.
  • Complex problem resolution skills with the ability to draw the correct conclusions.
  • Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
  • Perform effectively, efficiently, and professionally within a team, with business partners, colleagues, and all levels of staff and management.
  • Strong knowledge of investment securities and market trends.
  • Working knowledge of SalesForce, IBS and Pershing preferred.

Required Experience:
  • Bachelor's degree in related field and a min. of 1 year proven wealth management or client service experience.
  • Ability to obtain Series 7 and 66 licenses within a specified period of time.
  • Series 7 and 66 licenses preferred.

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