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Specialist, Client Education / Training
Client Training and Knowledge is responsible for training Pershing's Introducing Broker Dealers (IBD's), Registered Investment Advisor (RIA) firms and Internal Client Facing Partners on all applications, policies, and procedures available to our customers. The trainer's role is to facilitate training sessions using a variety of learning methodologies through multiple facets. Training is offered via eLearning, on-site in one of Pershing's training facilities or on-site at a customer location. Training can be conducted one on one or one to many depending on the event being conducted. The role involves 10 - 20% travel which is primarily domestic. The right candidate will need to develop a thorough understanding of Pershing's products, services, platform,


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