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Pershing X, Senior Vice President, Client Implementations
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- Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management.
- Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience.
- Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people.
- This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform.
- Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform
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