Advisor Operations & Pershing Specialist

RFG Advisory; Tennessee; Hybrid; USD 70,000 - 95,000; Full time

Job summary

RFG Advisory is expanding its custodial platform to include Pershing, and this role exists to make that expansion seamless for every Advisor we serve. The Advisor Operations Associate is the go‑to resource for Pershing questions, escalations, and workflows across the firm, owning the day‑to‑day custodial relationship and ensuring Advisors always have a knowledgeable, responsive point of contact.

Reporting to the Senior Director of Operations, you will train the team, document processes, and

Qualifications

• What You'll Do describes responsibilities related to Pershing platform support, escalation, and knowledge management.

Responsibilities

• Serve as the primary resource for Advisors on Pershing questions, escalations, and platform workflows.
• Own the day-to-day Pershing relationship and act as the front door to the custodian.
• Train and cross-train the Operations team on Pershing and maintain reference materials.
• Learn and support other custodian relationships for broader operational coverage.

Job description

RFG Advisory is expanding its custodial platform to include Pershing, and this role exists to make that expansion seamless for every Advisor we serve. The Advisor Operations Associate is the go‑to resource for Pershing questions, escalations, and workflows across the firm, owning the day‑to‑day custodial relationship and ensuring Advisors always have a knowledgeable, responsive point of contact.

Reporting to the Senior Director of Operations, you will train the team, document processes, and