Pershing Platform Ops Advisor (Remote/Hybrid)

RFG Advisory; Birmingham (AL); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Bonus pool

Generous PTO and holidays

Health, dental, vision insurance

401(k) with Safe Harbor

Parental leave

Surface Pro + home office setup

Job summary

RFG Advisory is expanding its custodial platform to include Pershing, seeking an Advisor Operations Associate to own day-to-day Pershing relationships and provide expert Escalation support for Advisors. This hybrid role supports Birmingham-based and remote team members with occasional travel for onboarding.

You will train the Operations team, manage Pershing access, and ensure data accuracy in Orion while coordinating with Transitions and Compliance on edge cases and escalations.

Qualifications

• Experience in wealth management operations or custodial support.
• Direct Pershing experience (NetX360) strongly preferred.
• Experience supporting Advisors or RIAs in an operational capacity is a plus.
• Background in custodial transitions and data reconciliation is advantageous.

Responsibilities

• Serve as primary resource for Advisor Pershing questions, escalations, and workflows.
• Own the Pershing relationship and act as front door to custodian.
• Deliver accurate Pershing information and maintain proactive updates to Advisors.
• Manage Pershing access and entitlement for Advisors and staff.
• Train and cross-train the team on Pershing processes and create reference materials.
• Ensure data accuracy in Orion and coordinate with Transitions/Compliance on escalations.

Skills

Ownership mentality

Clear communication

Independent judgment

Detail-oriented

Team player

Training & documentation

Collaboration

Education

Bachelor's degree in Finance or Business

Tools

Pershing NetX360

Orion data management

Microsoft 365

DocuSign

Zoho

Job description

RFG Advisory is expanding its custodial platform to include Pershing, seeking an Advisor Operations Associate to own day-to-day Pershing relationships and provide expert Escalation support for Advisors. This hybrid role supports Birmingham-based and remote team members with occasional travel for onboarding.

You will train the Operations team, manage Pershing access, and ensure data accuracy in Orion while coordinating with Transitions and Compliance on edge cases and escalations.