New York, New York, United States · Hybrid
$152k–$190k/yr
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. …
Skills: Client Onboarding, Relationship Management, People Management, Strategic Leadership, Project Management
San Antonio, Texas, United States · On-site
SWBC is seeking a motivated Security Intern to gain hands-on experience supporting a variety of security, risk, compliance, and resilience initiatives within a converged Security organization. This internship provides ex…
Skills: Governance Risk And Compliance, Audit Readiness, Evidence Collection, Cybersecurity, Identity And Access Management
San Antonio, Texas, United States · On-site
SWBC is seeking a motivated Security Intern to gain hands-on experience supporting a variety of security, risk, compliance, and resilience initiatives within a converged Security organization. This internship provides ex…
Skills: Governance Risk And Compliance, Audit Readiness, Evidence Collection, Cybersecurity, Information Protection
Houston, Texas, United States · On-site
ROLE: IT Support Analyst REPORTS TO: IT Manager LOCATION: Houston, Texas Corporate Office (Onsite) THE OPPORTUNITY Join Venterra Realty as an IT Support Analyst in our Houston corporate office, providing user support for…
Skills: Microsoft 365, Entra ID, Active Directory, Microsoft Intune, Network Troubleshooting
San Antonio, Texas, United States · Hybrid
$116k–$160k/yr
Enlighten, honored as a Top Workplace from USA Today, is a leader in big data solution development and deployment, with expertise in cloud-based services, software and systems engineering, cyber capabilities, and data sc…
Skills: Product Ownership, Data Acquisition, DevSecOps, Project Management, Big Data Platforms
Austin, Texas, United States · Remote OK
$45k–$55k/yr
Summary This is an exciting opportunity to join a dynamic, growing team and contribute to the success of multiple brands through strategic marketing initiatives. In this role, you will support EBQ's clients by developing…
Skills: Digital Marketing, Email Marketing, A/B Testing, Google Ads, LinkedIn Ads
Austin, Texas, United States · Remote OK
$45k/yr
Summary This is a great opportunity to join a growing team and help grow multiple brands through marketing initiatives. This position will be responsible for supporting EBQ’s clients through website/email development, op…
Skills: HTML, CSS, JavaScript, Responsive Web Design, SEO
Austin, Texas, United States · Remote OK
$45k–$65k/yr
Summary This position is responsible for training and providing ongoing support to clients in relation to Salesforce.com. The ideal candidate will have experience working across multiple business units, ensuring seamless…
Skills: Salesforce Administration, Business Requirements Gathering, Technical Documentation, ETL Tools, Data Architecture
Houston, Texas, United States · On-site
$18/hr–$18/hr
POSITION SUMMARY To provide support to the ServerMonkey team by receiving, verifying and inventorying IT hardware parts. Essential Job Duties Verify quantities and descriptions of material against PO documentsUnbox items…
Skills: Inventory Management, ERP Software, NetSuite, Microsoft Word, Microsoft Excel
Houston, Texas, United States · Hybrid
Viridien (www.viridiengroup.com) is an advanced technology, digital and Earth data company that pushes the boundaries of science for a more prosperous and sustainable future. With our ingenuity, drive and deep curiosity …
Skills: Procurement, Supply Chain Management, Purchase Order Processing, Supplier Management, Indirect Spend Management
San Antonio, Texas, United States · Hybrid
$112k–$170k/yr
Enlighten, honored as a Top Workplace from USA Today, is a leader in big data solution development and deployment, with expertise in cloud-based services, software and systems engineering, cyber capabilities, and data sc…
Skills: System Design, Network Design, DoD RMF, Vulnerability Management, Risk Analysis
Texas, United States · Remote OK
Why you’ll love Softchoice: We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That mea…
Skills: B2B Sales, Territory Management, Solution Selling, Relationship Building, Cold Calling
Richardson, Texas, United States · Remote OK
$147k–$161k/yr
Overview Company: RealPage, Inc. Location: 2201 Lakeside Blvd., Richardson, TX 75082 Position Title: Senior Product Marketing Manager Hours: Monday – Friday, 8:00 am to 5:00 pm, 40 Hours/Week #LI-DNI Responsibilities Sum…
Skills: Product Marketing, Go-To-Market Strategy, IoT Automation, B2B Sales Support, Competitive Positioning
Denton, Texas, United States · On-site
Title: Adjunct Instructor: Information Technology & Decision Sciences Employee Classification: Adjunct Faculty Campus: University of North Texas Division: UNT-Provost SubDivision-Department: UNT-Ryan College of Business …
Skills: Information Systems, Management Science, Business Analytics, Information Security, Python
Austin, Texas, United States · On-site
$154k–$208k/yr
Amazon Web Services (AWS) is looking for a Senior Partner Solutions Architect (PSA) with domain expertise in the Energy & Utilities industry. As an Energy & Utilities PSA, you will have the opportunity to deliver on our …
Skills: Cloud Computing, Energy Grid Operations, SCADA/EMS/DMS Architecture, OT Network Security, Utility Data Platforms
Houston, Texas, United States · Hybrid
$68k–$104k/yr
Description Sargent & Lundy is seeking a Digital Delivery (BIM) Coordinator - Nuclear to support day-to-day model-based digital delivery on active nuclear and power projects under the oversight of a project Digital Deliv…
Skills: BIM Coordination, Model Federation, Clash Review, Issue Tracking, Revit
Austin, Texas, United States · On-site
Job Description It’s about process, progress, and people. Are you someone that loves to create new systems? Do you have a knack for moving things forward? Do you like collaborating with people to accomplish big projects?…
Skills: OpenShift, Kubernetes, ArgoCD, PortWorx, Azure Active Directory
Austin, Texas, United States · On-site
$90k–$115k/yr
About the job Our mission Boom is on a mission to level the playing field for the 110+ million renters in the US by making housing more flexible, affordable, and rewarding. Boom is building a suite of rental financial se…
Skills: Product Management, Backlog Management, User Experience Flows, Technical Documentation, Cross-functional Collaboration
Miami, Florida, United States · On-site
Lead Software Engineer, Oracle EPM Principal Duties and Responsibilities The Lead Software Engineer will be responsible for the implementation, development, and support of Oracle EPM module technology solutions within Le…
Skills: Oracle EPM, EPBCS, EDMCS, FCCS, Groovy Scripting
Austin, Texas, United States · On-site
$176k–$205k/yr
MULTIPLE POSITIONS AVAILABLE Employer: AMAZON DATA SERVICES, INC. Offered Position: Product Mgr III - Tech Job Location: Austin, Texas Job Number: AMZ10079928 Position Responsibilities: Develop product strategy vision an…
Skills: Product Strategy, Roadmap Planning, Functional Specifications, Product Lifecycle Management, Market Research
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Lead the end-to-end client onboarding strategy and manage a team of specialists to ensure seamless transitions for institutional financial clients. Serve as the senior executive point of contact to resolve complex issues and drive operational efficiency through process improvements.
Requires a Bachelor's degree and over 10 years of experience in client onboarding within financial services, including at least 5 years of people management. Candidates must obtain FINRA SIE, Series 7, and Series 24 licenses within the first year of employment.
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
Apex Fintech Solutions is seeking a strategic, results-driven leader to join our team as Director, Client Delivery. This role requires an experienced professional with deep expertise overseeing end-to-end client onboarding functions for broker dealers, fintechs, wealth management firms, asset managers, RIAs within the financial services industry. The Director will drive the overall onboarding strategy, lead a dedicated team of onboarding specialists, and own the client transition experience to Apex’s platform and services. This senior leader will collaborate cross-functionally, ensure seamless execution, and champion continuous improvement in onboarding operations, compliance, and client satisfaction.
Key Responsibilities
Education and Experience
Preferred Qualifications: Knowledge, Skills, and Abilities:
Leadership and Team Management: Proven ability to lead both internal and client teams with a balance of hands-on problem-solving and strategic leadership.
Communication: Exceptional communication skills with the capacity to interact and influence senior executives and operational stakeholders.
Analytical Abilities: Strong analytical and technical aptitude; proven ability to leverage systems and data for operational insights and decision-making.
Adaptability: Highly adaptable to changes and capable of managing multiple competing priorities in a dynamic environment.
Negotiation and Conflict Management: Skilled in negotiation and conflict management, with the ability to influence outcomes without direct authority.
Project Management: Advanced project management and organizational skills; ability to manage multiple, high-impact initiatives simultaneously.
Trust: Ability to build trusted relationships with executive clients, internal teams, and external partners.
#sales #full-time #mid-senior #LI-SD1 #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.
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.
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.
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.
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.
Be part of something great!
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
Offices: 5-7 Upper Queen Street, Belfast, Northern Ireland BT1 2FB, GB
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