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Apex Fintech Solutions
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  • A

    Senior Compliance Analyst  

    Apex Fintech Solutions
    - Dallas
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE Our Senior Compliance Analyst will join a rapidly growing organization focused on empowering innovation, growth, and efficiency. We're looking for someone who: * Thinks strategically and is inquisitive - You are intellectually curious and love finding and solving challenges with creative and simple solutions. You find ways to get things done efficiently without sacrificing quality. * Takes initiative and is a high performer - You are driven to be the best. You own tasks to the end and challenge yourself by setting goals, crushing them, and helping your teammates do the same. * Have great communication skills- Not only are you articulate when verbally communicating but you can get the message through in a written format. You also provide alternatives for peers when there is no way possible to compromise regulation requirements. * Values the power of the team - You work collaboratively and embrace new ideas and opinions to ensure the team succeeds. Your contributions are not limited to your assigned tasks. * Investment Securities Experience - You are organized, understand investment terminology and regulatory requirements. You understand the importance of creating a culture of compliance by interacting with other departments to ensure the firm is compliant with FINRA requirements and maintaining firm integrity. What you'll do all day: * Compliance liaison - Provide general regulatory and other compliance-related updates to ensure continued rule compliance for many business lines. * Participate in continuous improvement projects with various teams - You will interact with multiple business units and stakeholders by providing guidance on day-to-day compliance functions to ensure ongoing awareness with regulatory updates and changes. * Investigate regulatory inquires - One of your primary objectives will be to actively participate in responding to various types of regulatory inquiries and participating in regulatory examinations. * Help the company continue to meet standards - You will be responsible for ensuring that applicable policies and procedures, including written supervisory procedures, are comprehensive, robust, current, and reflect the sound business practices and processes. A few reasons why you might love working here: * Our Compliance track record. We have an incredible Compliance track record. We foster a culture of Compliance throughout our firm. * Our team is passionate and driven to succeed. We work as a team and build off of each other's knowledge and ideas. We encourage growth and give you a platform to succeed. * You are open to change. We are not satisfied with the status-quo. We are continually changing and looking for someone who is looking to change with us. * You will have genuine opportunities for growth. We care about your career goals and provide options for growth. If you are successful in a smaller firm, you are likely to be rewarded and recognized much faster than at a larger firm. And a few reasons why you may not love us: * You do not like being challenged. Each situation may present something new and unknown, something exciting. You will need to find problems, solutions and accept new challenges. If you'd prefer to have your Manager's buy-in every step of the way, this is not a job for you. * You don't like change. This is not a job for someone who likes 'predictable'. Our customers' needs are dynamic and can change rapidly, which means the work is dynamic. It's a fast-paced environment and you need to adapt accordingly. You won't be bored. * You are not the collaborative type. We bring ideas to the table and we work together to solve these challenges. If you're looking solely to be an independent contributor, this might not be the right position for you. The skills education and experience you will need to succeed: * Bachelor's degree and/or associate's degree plus equivalent combination of education, additional certification, and/or experience. * Minimum of 5+ years of experience in the compliance functions of a broker-dealer. Correspondent Clearing experience strongly preferred. * FINRA Series 7. * Ability to successfully complete the Series 24 examination. * In depth knowledge of applicable SEC and FINRA rules and able to interact with several SRO compliance counterparts on regulatory inquiries and examinations. * Exceptional interpersonal and written communication skills. * Highly motivated with capability to work with minimum supervision on a wide range of matters. * Demonstrated ability to meet deadlines and extraordinary attention to detail. * Ability to prioritize and multi-task effectively under pressure and excellent organizational and time management skills. * Demonstrated proficiency and enthusiasm for leveraging artificial intelligence tools and technologies to optimize workflow efficiency, automate routine administrative processes, and eliminate time-consuming manual tasks, thereby enabling greater focus on high-value strategic activities and client service delivery. * Ability to exemplify exceptional professional standards and ethical conduct that inspires colleagues and stakeholders, serving as a role model through consistent demonstration of company values, proactive problem-solving, and unwavering commitment to excellence in all interactions and deliverables. * Ability to exercise exceptional stewardship over all firm resources-including financial assets, technology systems, office facilities, and staff time-through sustainable practices that protect and enhance long-term organizational value. #compliance #mid-senior #full-time #LI-MJ1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
  • A

    Director, Product Management (Accounts)  

    Apex Fintech Solutions
    - New York City
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE The Director, Product Management for the Accounts and Investigations group will lead a high-performing product team and own the strategy, roadmap, and execution for these core capabilities. This role requires a visionary leader who is adept at multi-tasking, managing product portfolios, and leading cross-functional teams to drive product innovation and market success. The Director will be responsible for the end-to-end management of the product lifecycle, from conception through release and continuous improvement. You will shape the Ascend Accounts Reference product to power digital account opening and ongoing account management-streamlining onboarding, reducing friction and NIGO, and ensuring accurate, auditable account data through seamless integrations. You will also lead our Investigations service to help Apex and clients meet CIP/CDD obligations via identity verification, sanctions/PEP/adverse media screening, and risk assessment that improve match quality, cut false positives, and speed case resolution. We are needing someone to be based in either Austin or Chicago. Duties/Responsibilities * Strategic Planning and Vision: Develop and refine the product management strategy and vision, ensuring alignment with the broader business strategy. Create and maintain a product roadmap that communicates the vision and priorities to all key stakeholders. * Team Leadership and Development: Manage and grow a team of product managers and related personnel, fostering a culture of innovation and high performance. Provide mentoring, coaching, performance reviews, and professional development for team members. * Product Lifecycle Management: Oversee the planning, development, launch, and enhancement of products. Ensure that product managers are effectively managing the lifecycle of each product, addressing market demands, technology trends, and regulatory environments. * Market Analysis: Analyze market trends, customer needs, and competitive offerings to identify opportunities for new products or improvements to existing products. Guide product managers in conducting customer and market research to validate and refine product concepts. * Stakeholder Collaboration: Work closely with marketing, sales, engineering, and customer success teams to ensure that product strategies are well understood and supported across the organization. Serve as a product evangelist to build awareness and understanding. * Financial and Resource Management: Develop and manage budgets related to product development. Ensure optimal allocation of resources to prioritize product opportunities that will deliver maximum value to the company. * Performance Metrics: Define and analyze product performance metrics, and adjust strategies as needed to deliver on business goals. Education and/or Experience * Bachelor's degree in Business Administration, Marketing, Engineering, or a related field. * 10 years in product management. * 5 years of leadership experience overseeing a product management team in a high tech or related industry Preferred Qualifications * Master's degree in Business Administration or a related discipline. * Proven experience in managing product portfolios in technology markets. * Demonstrated ability to develop and implement strategic plans and solutions. * Excellent understanding of product management techniques, tools, and principles. * Strong technical acumen with experience in software development, especially in Agile methodologies. Required Skills/Abilities * Leadership: Ability to inspire, motivate, and lead a team towards achieving strategic objectives. * Communication: Excellent oral and written communication skills, with the ability to articulate complex product strategies to cross-functional teams and executive stakeholders. * Analytical Thinking: Strong analytical and problem-solving abilities, with a proven track record of turning insights into actionable growth strategies. * Creativity and Innovation: Ability to foster an environment of creativity and innovation, encouraging team members to explore new ideas and solutions. * Project Management: Robust project management skills, with experience managing timelines, budgets, and project risks. Work Environment * This job operates in a hybrid, office environment 3 days per week. * Requires occasional travel (15%+) to collaborate with distributed teams and stakeholders. #product management #full-time #mid-senior #LI-SG1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $184,000-$230,000 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
  • A

    Director, Product Management (Accounts)  

    Apex Fintech Solutions
    - Austin
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE The Director, Product Management for the Accounts and Investigations group will lead a high-performing product team and own the strategy, roadmap, and execution for these core capabilities. This role requires a visionary leader who is adept at multi-tasking, managing product portfolios, and leading cross-functional teams to drive product innovation and market success. The Director will be responsible for the end-to-end management of the product lifecycle, from conception through release and continuous improvement. You will shape the Ascend Accounts Reference product to power digital account opening and ongoing account management-streamlining onboarding, reducing friction and NIGO, and ensuring accurate, auditable account data through seamless integrations. You will also lead our Investigations service to help Apex and clients meet CIP/CDD obligations via identity verification, sanctions/PEP/adverse media screening, and risk assessment that improve match quality, cut false positives, and speed case resolution. We are needing someone to be based in either Austin or Chicago. Duties/Responsibilities * Strategic Planning and Vision: Develop and refine the product management strategy and vision, ensuring alignment with the broader business strategy. Create and maintain a product roadmap that communicates the vision and priorities to all key stakeholders. * Team Leadership and Development: Manage and grow a team of product managers and related personnel, fostering a culture of innovation and high performance. Provide mentoring, coaching, performance reviews, and professional development for team members. * Product Lifecycle Management: Oversee the planning, development, launch, and enhancement of products. Ensure that product managers are effectively managing the lifecycle of each product, addressing market demands, technology trends, and regulatory environments. * Market Analysis: Analyze market trends, customer needs, and competitive offerings to identify opportunities for new products or improvements to existing products. Guide product managers in conducting customer and market research to validate and refine product concepts. * Stakeholder Collaboration: Work closely with marketing, sales, engineering, and customer success teams to ensure that product strategies are well understood and supported across the organization. Serve as a product evangelist to build awareness and understanding. * Financial and Resource Management: Develop and manage budgets related to product development. Ensure optimal allocation of resources to prioritize product opportunities that will deliver maximum value to the company. * Performance Metrics: Define and analyze product performance metrics, and adjust strategies as needed to deliver on business goals. Education and/or Experience * Bachelor's degree in Business Administration, Marketing, Engineering, or a related field. * 10 years in product management. * 5 years of leadership experience overseeing a product management team in a high tech or related industry Preferred Qualifications * Master's degree in Business Administration or a related discipline. * Proven experience in managing product portfolios in technology markets. * Demonstrated ability to develop and implement strategic plans and solutions. * Excellent understanding of product management techniques, tools, and principles. * Strong technical acumen with experience in software development, especially in Agile methodologies. Required Skills/Abilities * Leadership: Ability to inspire, motivate, and lead a team towards achieving strategic objectives. * Communication: Excellent oral and written communication skills, with the ability to articulate complex product strategies to cross-functional teams and executive stakeholders. * Analytical Thinking: Strong analytical and problem-solving abilities, with a proven track record of turning insights into actionable growth strategies. * Creativity and Innovation: Ability to foster an environment of creativity and innovation, encouraging team members to explore new ideas and solutions. * Project Management: Robust project management skills, with experience managing timelines, budgets, and project risks. Work Environment * This job operates in a hybrid, office environment 3 days per week. * Requires occasional travel (15%+) to collaborate with distributed teams and stakeholders. #product management #full-time #mid-senior #LI-SG1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $184,000-$230,000 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
  • A

    Sr Relationship Manager  

    Apex Fintech Solutions
    - New York City
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE Apex Fintech Solutions is currently seeking a  Senior Relationship Manager  to proactively manage the client experience by interfacing with AFS clients.  The Relationship Manager will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products. Duties/Responsibilities * Build and maintain strong, long-lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions. * Ensure a high standard of client experience by proactively sharing product updates, new services, and tailored insights relevant to each client's business. * Conduct regular in-person client meetings (with associated travel), and consistently align on meeting agendas to ensure clients' time is respected and productive. Prepare internal teams for all client interactions. * Map internal and external stakeholders, and manage relationships up, down, and across organizations to advance business objectives. * Intake, track, and drive client requests to resolution, coordinating internally to ensure prompt progress updates and successful outcomes. * Review and negotiate client contracts, ensuring alignment with both client and AFS objectives. * Monitor, analyze, and report on client health, growth, profitability, and KPIs. * Translate complex concepts into clear, actionable insights for clients, demonstrating strong written and verbal communication skills. * Proactively deepen industry expertise, actively studying the sectors your clients operate in to anticipate emerging needs and opportunities. * Manage and mentor a team of 2-3 direct reports, providing guidance, motivation, and professional development opportunities. * Demonstrate executive presence, professionalism, and a relentless focus on customer service and satisfaction in all client interactions. * Exhibit exceptional follow-through and problem-solving abilities, ensuring client issues are promptly and effectively addressed. * Maintain up-to-date, relevant records of client activity and insights within internal systems. Education and/or Experience * Bachelor's degree (or equivalent work experience) required; advanced degree preferred. * 5+ years' experience in financial services, fintech, account management, business consulting, or business analysis. Experience managing large accounts is a plus. * FINRA Series 7 & Series 63 license(s) required * Strong leadership experience, with prior responsibility managing small- to medium-sized teams. Required Skills/Abilities * Ability to cultivate trust and rapport with clients and stakeholders at all levels. * Ability to analyze client data, identify growth opportunities, and develop actionable plans. * Skilled at translating complex concepts into clear, easily understood information for clients. * Skilled at anticipating client needs and resolving issues with urgency and creativity. * Understanding of fintech industry trends, products, and client environments. * Proficient in MS 365 suite (Word, Excel, Powerpoint, and Outlook) Work Environment * This job operates in a hybrid, office environment 3 days per week. * Up to 25% travel. #customer service #mid-senior #full-time #lI-KD1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $136,400-$170,500 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
  • A

    Sr Account Manager  

    Apex Fintech Solutions
    - Austin
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE Apex is seeking a resourceful and client-focused Account Manager to join our team. The primary goal of this role is to enhance our clients' experience by providing fast, reliable solutions to their growth opportunities and complex questions, going above and beyond to ensure their success. We are seeking someone with custody and clearing domain knowledge and a strong drive to exceed expectations. This role is for someone who thrives on making a difference in clients' lives while continuously learning and growing in their career. By joining our team, you'll play a critical role in enhancing the client experience and driving our organization's success. If you're energized by solving complex issues, delivering superior customer service, and ensuring client satisfaction, we'd love to meet you! Key Skills and Responsibilities: Client Support and Issue Resolution * Collaborate with various departments at Apex on complex client inquiries that cannot be addressed through standard service and support channels. * Partner with Relationship Managers to execute on client initiatives. Act as client advocate and represent their needs to internal partners. * Act as an escalation touchpoint throughout the client lifecycle * Proactive Management * Own delivery of client initiatives. Manage timelines and deliverables. * Act as the key resource for internal inquiries pertaining to specific client relationships. Collaborate with internal teams by providing client-specific information and maintaining up-to-date client records and documentation. Support business partners by managing and producing client-specific documentation, delivering it promptly as requested. * Partner with Service Management Organization leads to address aged tickets, consistent themes across tickets and issues that may require complex problem solving. Key Skills: * Client Focused: A strong customer service orientation and a passion for helping clients succeed. You find personal gratification in solving problems and making others' lives easier. * Excellent communication: The ability to clearly communicate complex issues to clients and internal partners both verbally and in writing. * Problem Solver: An analytical mindset with the ability to triage issues, resolve underlying problems, and provide practical solutions. * Execution: Able to facilitate a project plan, resolve roadblocks and oversee deliverables * Detail-Oriented: A knack for accuracy, thoroughness, and organization to manage multiple projects and priorities effectively. * Hardworking and Resilient: Someone who is committed to going the extra mile to support clients and colleagues. Required background experience: * 5+ years industry experience. Experience with a custodian / clearing firm is a plus. * Bachelor's degree required; MBA is a plus * FINRA Series 7 & and Series 63 license Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $92,318-$115,398 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
  • A

    Administrative Assistant  

    Apex Fintech Solutions
    - New York City
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE We are seeking a proactive, detail-oriented, and tech-savvy Administrative Assistant to join our dynamic team. In this role, you will provide comprehensive administrative support to three key leaders while working closely with the Senior Executive Assistant to the Chief Customer Officer. The ideal candidate is a master of logistics, an exceptional communicator, and a cultural champion for our office. Additionally, we are looking for someone with an appetite for innovation and a desire to integrate modern software and workflows into everyday operations. Key Responsibilities Calendar & Meeting Management Advanced Calendaring: Manage complex, high-volume calendars for three leaders; prioritize, categorize, and resolve scheduling conflicts proactively. Meeting Logistics: Coordinate internal and external meetings seamlessly across multiple time zones and various office locations. On-Site & Remote Setup: Organize full room bookings, video conferencing setups, and catering coordination for efficient meeting execution. Meeting Governance: Formulate and distribute agendas, take meticulous meeting minutes, and rigorously track action items and meeting materials across different organizational teams. Travel, Expenses, & Operations Travel Coordination: Plan, book, and manage comprehensive domestic and international travel itineraries, including flights, accommodations, and ground transportation. Expense Management: Prepare, submit, and reconcile monthly expense reports for supported leaders and assigned corporate cards accurately and timely. Brand Representation: Act as an elite ambassador of Apex, providing a highly polished, professional experience when communicating with external clients, prospects, and stakeholders. Team Collaboration & Office Culture Cultural Event Support: Assist in the planning, logistics, and execution of office-wide cultural events, including Town Halls, happy hours, and larger company celebrations. Admin Team Alignment: Participate in weekly syncs with the broader administrative team and the Senior EA to align on upcoming events, day-to-day operations, and strategic scheduling needs. Qualifications & Skills Experience: 5+ years of experience in an administrative support or assistant role, preferably within tech, fintech, or fast-paced financial services environments. Multi-Executive Support: Proven ability to support multiple leaders simultaneously and manage competing priorities effectively. Operational Execution: Outstanding proficiency with corporate calendar management tools (Google Workspace or Microsoft Outlook), video platforms (Zoom, Teams), and modern expense management platforms. Core Competencies: Exceptional written and verbal communication skills, strong emotional intelligence, and absolute discretion with confidential data standards Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $88,000-$110,000 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
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  • A

    Sr Systems Engineer  

    Apex Fintech Solutions
    - Dallas
    Apply Now
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the fu... Read More
    WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE We have an exciting opening for a bright, talented and passionate Senior Systems Engineer to join our infrastructure team. In this role you will build, implement and maintain Linux based application systems in a developing DevOps culture. You will collaborate with other members of our team to ensure availability, performance, reliability, and security for our users and clients. Duties/Responsibilities * Operate and continuously improve Linux systems engineering and administration. * Deployment and automation of applications via Salt & Ansible. * Troubleshoot, diagnose and resolve server events and user incidents relating to Linux systems. * Engage in detailed planning, change control and thorough testing to ensure performance, availability and stability. * Security related activities, system hardening, patching, vulnerability threat management and mitigation. * Manage and deploy system monitoring and management tools such as DataDog, LogicMonitor, Sentinel One, SNMP, etc. * Design and create automation to execute tasks and/or processes using scripting languages (Shell Scripting, Powershell, PERL, Python). * Create and maintain clear and accurate system documentation. * Ensure high performance and reliability of production systems by performing system monitoring and analysis, performance tuning, and troubleshooting system hardware, software, and applications. * Partner with Software Engineering teams to develop proactive maintenance plans, schedule maintenance windows, implement the changes, and follow-up. * Maintain non-proprietary application stack (Kubernetes, Docker, Kafka, MongoDB, RabbitMQ, Zookeeper). * Oversee infrastructure environment (VMWare, Storage, Backups, etc). Education and/or Experience * Bachelor's degree in Computer Science or other technical field (or equivalent work experience) required; advanced degree preferred * 5+ years of experience in a similar role with experience in Cloud environments (i.e. cloud migration, cloud management, cloud architecture) and hand on Linux Engineering and Administration. * Experience with infrastructure related software, including VMWare, noSQL databases (e.g. MongoDB), containerization (e.g. docker), orchestration (e.g. Kubernetes), SAN storage and backup * Experience with code management tools such as Git. * Experience with TCP/IP networking troubleshooting and tools * Experience with configuration management tools (Ansible and SaltStack). * Experience writing and maintaining python/powershell/shell scripts/other scripts that automate tech operations. * Experience with Dell server hardware. Required Skills/Abilities * Excellent organizational and follow-up skills with strong attention to detail. * Ability learn new skills to keep up with cutting edge technologies and evolving skill sets. * Ability to work in a team environment with much collaboration. * Ability to operate with a sense of purpose and urgency. * Be passionate about troubleshooting, debugging, and automation. * Must possess excellent verbal and written communication skills. * Expected to respond to alerts and outages; participate in periodic 24x7 on-call schedule. * Skill in providing top notch, responsive customer service to internal and external clients. Work Environment * This job operates in a hybrid, office environment 3 days per week. * This job may require flexible shifts and days of the week including weekends and holidays, as needed. * This job may require travel, as needed (up to 10%). #IT #mid-senior #full-time #LI-LN1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. Salary Range $115,000-$143,750 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Read Less
    Apply Now
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