Jobs at Apex Fintech Solutions

Analyze client tax and cost basis onboarding requirements, assess data quality, design workflows, improve processes, and lead automation initiatives. Serve as a liaison among clients, operations, technology, and product teams. Build dashboards, document processes, manage complex projects, and communicate onboarding progress and recommendations to stakeholders ranging from analysts to senior executives.

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.

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.