Business Operations Liaison Incident Management

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.

Apex is seeking an analytical and solutions-oriented Operations Incident & Remediation Specialist to serve as the critical bridge between the Customer Organization and our IT Service Management (Incident Management) team. This role ensures that operational incidents affecting our clearing and custody business are effectively triaged, communicated, and resolved through deep collaboration with Incident Management’s formal postmortem analysis function across the organization.

Rather than running parallel processes, this role brings essential business context, domain expertise, and stakeholder representation to an Incident Management’s established postmortem analysis and incident resolution frameworks. You'll be the voice of the Operational Organization during technology incidents, translating business impact into actionable intelligence, and ensuring the operational organization is part of the collaboration to effectively resolve and remediate incidents.

This role is for someone who excels at stakeholder management, understands clearing and custody operations deeply, and can effectively bridge technical and business teams during high‑pressure situations and after to ensure we are implementing solutions to improve. If you're energized by being the central point of contact during operational disruptions and ensuring solutions are implemented for key learnings around incident management, we'd love to meet you!

• Serve as the primary Operational Organization representative during technology incidents and operational disruptions
• Partner with the Incident Management Problem Manager as the business liaison when operational issues require an operational response
• Triage and prioritize operational issues based on client impact, business risk, and regulatory considerations
• Provide real‑time status updates to business stakeholders and leadership during active incidents
• Escalate critical issues to appropriate stakeholders with clear business context and impact analysis
• Ensure business priorities and client considerations are represented in the team's incident management processes

• Contribute clearing and custody domain expertise (settlements, corporate actions, margin, trade processing, regulatory requirements) to the Incident Management’s team‑led postmortem analysis sessions
• Participate as a business subject matter expert in cross‑functional Postmortem Analysis sessions facilitated by the Incident Management Problem Manager
• Provide operational context and business impact assessment to inform root cause identification and corrective action planning
• Collaborate with the incident management team to ensure recommended corrective actions address business‑side operational concerns
• Assist in validating that implemented solutions effectively resolve business operational issues
• Partner with the incident management team to ensure Operational Organization teams understand and implement process improvements…