Jobs at Apex Fintech Solutions

Analyzes Tax & Cost Basis data processes, trends, and quality; develops reports and actionable recommendations; tests software and data workflows; documents procedures; collaborates with Product, Operations, and Development; and helps automate processes to improve efficiency and reduce manual work.

Manage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.

The Sales Manager will coordinate sales activities, support strategic goals, engage with clients, conduct market research, and facilitate communication across teams to achieve sales targets.

The Sales Director will lead sales efforts for cloud-based fintech solutions, develop strategy, secure business opportunities, and maintain client relationships.

The Sales Engineer provides technical support for SaaS solutions, builds client relationships, and collaborates with teams on solution design and product adoption.

Lead onboarding strategy and a team of onboarding specialists to manage end-to-end client transitions for broker-dealers, fintechs, and wealth managers. Act as senior client escalation contact, drive integrations with fintech platforms, ensure regulatory compliance, improve processes and QA, and deliver executive reporting and dashboards to optimize client experience and onboarding efficiency.

The Senior Product Manager will lead the Margin product domain, define strategies, manage product lifecycles, and collaborate with engineering teams to enhance fintech solutions.

The Lead Trader will develop fixed income trading strategies, collaborate on product development, oversee compliance, and manage relationships with dealers and vendors.

The Director of Relationship Management leads the team to foster client relationships, develop strategies, resolve conflicts, and enhance client satisfaction.

Lead and oversee large-scale programs aligned with company strategy. Manage a portfolio of projects and a team of project managers, set program strategy, engage stakeholders, report to executives, control budgets and forecasting, perform cost-benefit and risk analysis, ensure quality standards, and drive continuous improvement and team development.