Job Title: Account Manager
Date Posted: 04-16-2008
Job Location: California-San Francisco
Job Type: Full Time
Education Level: High School or Equivalent
Work Experience: 5+ to 7 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Pershing
Contact Information: Pershing   Pershing (
Job Description:
Pershing LLC, a BNY Securities Group Co., is the world's leading provider of correspondent
brokerage services. Since Pershing was founded in 1939, many of the world's leading investment
firms, banks, and broker-dealers have been counted among our clients. We have a major presence
in virtually all of the world's major financial markets. We use our technological expertise to
offer trading and settlement services in equities, fixed income, options, and mutual funds
products. Our Jersey City headquarters, located minutes outside of Lower Manhattan, provides
us with a facility that enhances our capability and enables us to maintain our Wall Street
presence. To learn about our firm, please see our web page at
Key Roles and Responsibilities Include:

Qualified individual will serve as the primary strategist between Pershing and the
correspondent brokerage customer.  Introducing products and systems, understanding customer
business issues, developing solutions and strategies, are all part of this key role.  Serve as
a primary liasion between customer and Pershing.  Coordinate and manage system, products and
services implementations on behalf of the customer.  Will be responsible for new business
development as well as cross-selling new products and services to existing correspondents. 
This person will be an integral part of the relationship management team responsible for
maintaining multiple customer relationships with combined annual revenues between $7 to $15


·       Educating clients on Pershing’s procedures, processes, systems and applications

·       Participating on internal committees and project rollouts

·       Communicating to senior management on all relevant issues and strategic plans

·       Periodic customer visits required


Experience and/or Skill Sets:

 ·     4 year college degree preferred

·       3-5 years prior brokerage experience and general industry knowledge required

·       Account or relationship management experience is a plus

·       Excellent oral and written communication skills

·       Detail oriented with time management and organizational skills essential

·       Must be able to work in a high-pressure environment under stringent deadlines

·       Strong team player who can also function independently to meet set initiatives

·       Proficient in Microsoft Office as well as the internet

·       35% travel required within defined region

·       Series 7 & 63 licenses preferred
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