Pershing’s acquisition of Optimal Asset Management will expand the Pershing XSM offering to include direct indexing.
Ready to Grow Your Career with the Pershing X Team?
- Pershing X: Senior Specialist, User Experience - UX Writer – ID: 18251
- Pershing X: Principal, User Experience Product Design Research Lead – ID: 18857
- Pershing X: Group Manager, User Experience - Product Design System Lead – ID: 18856
- Pershing X: Group Manager, User Experience - Product Design Team Lead – ID: 18854
- Pershing X: Financial Planning Product Manager – ID: 18163
- Pershing X: Senior Specialist, Client Implementations – ID: 19250
- Pershing X: Principal, Product Management - ID: 18113
- Pershing X: Specialist, Business Technical Writer - ID: 15949
- Pershing X: Marketing Principal - ID: 16794
- Pershing X: Marketing Lead Analyst - ID: 16793
- Pershing X: Principal, Product Manager Third Party Data - ID: 15872
- Pershing X: Executive Assistant - ID:16683
- Pershing X: Senior Specialist, Business Technology Liaison - ID: 15597
- Pershing X: Senior Principal Product Manager, Data Aggregation - ID: 15871
- Pershing X: Senior Principal, Data Management Solutions - ID: 6238
- Pershing X: Product Manager, Advisor Insights & Enterprise Analytics - ID: 6268
- Pershing X: Senior Principal Product Manager, Data Integrations - ID: 6376
- Pershing X: VP Financial Solutions Product Manager - ID: 6707
- Pershing X: Senior Group Manager, Application Development (Authentication) - ID: 7366
- Pershing X: Senior Group Manager, Application Development (Portal) - ID: 7367
- Pershing X: Senior Group Manager, Application Development (Data Aggregation) - ID: 7369
- Pershing X: Principal, Domain Architecture - ID: 7569
- Pershing X: Principal, Domain Architecture - ID: 7570
- Pershing X: Principal, Domain Architecture - ID: 7571
- Pershing X: Principal, Data Architect - ID: 7572
- Pershing X: Principal, Data Architect - ID: 7573
- Pershing X: Principal, Data Architect - ID: 7575
- Pershing X: Principal, Full Stack Developer (Authentication) - ID: 7631
- Pershing X: Full Stack Developer (Performance) - ID: 7632
- Pershing X: Principal, Full Stack Developer (Integrations Experience) - ID: 7633
- Pershing X: Principal Full Stack Developer (Integrations Experience) - ID: 7635
- Pershing X: Principal, Full-Stack Dev – ID: 2114050
- Pershing X: Principal, Full-Stack Dev – ID: 2114051
- Pershing X: Sr. Specialist, Full-Stack Dev – ID: 2114052
- Pershing X: Senior Specialist, Financial Planning & Analysis - ID: 8538
Introducing the New
Pershing X President
We’re thrilled to share that Ainslie Simmonds has joined BNY Mellon’s Pershing as President of Pershing X. She will also join Pershing’s Executive Committee.
Learn more about Pershing X.
The Challenge
Advisors manage their days through a patchwork of multiple third-party vendors and in-house solutions, making it difficult to focus on what matters most—clients.
Taking Action
Pershing X’s mission is to deliver a consumer-grade, all-in-one set of advisory capabilities that are fully integrated with Pershing’s clearing and custody services, so advisors can create exceptional experiences for their clients.
Who We Help
This new experience will be available to Pershing’s Wealth Solutions clients, including broker-dealers, registered investment advisors (RIAs), and trust companies. We’ll also incorporate capabilities from BNY Mellon’s Wealth Management and Investment Management in the platform so clients can access solutions from across the enterprise.
Content Tag
Lorem ipsum dolor sit amet,
consectetur adipiscing elit
Maecenas aliquam, neque hendrerit pellentesque aliquam, felis sapien tincidunt augue, et aliquet justo dui suscipit metus. Aenean ut sapien ullamcorper.
Morbipharetra felis
Content Tag
Lorem ipsum dolor sit amet,
consectetur adipiscing elit
Maecenas aliquam, neque hendrerit pellentesque aliquam, felis sapien tincidunt augue, et aliquet justo dui suscipit metus. Aenean ut sapien ullamcorper.
Morbipharetra felis
