VP, Head of Operations

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:

2026, 2025, 2024, 2023
- Presented by Built In

2025
- Presented by US Fin Tech Awards

2024
- Presented by CNBC

As the VP, Head of Operations at Apex Fintech Solutions, you will be responsible for the overall operations of the firm’s Operations division. This role involves leading operational strategy, optimizing performance, and ensuring that the firm’s custody and clearing activities align with its business goals. The Head of Operations, ACC will oversee key departments including, but not limited to:
Settlements, P&S, ACATs, Corporate Actions, Mutual Funds, Operational Data, Banking, Cashiering, Ops Control, Investor Communications, Regulatory Reporting, and will serve as a driving force in executing growth and operational excellence strategies across the organization.

• Define and implement the operational strategy to support and enhance Apex Clearing Corporation’s strategic goals.
• Collaborate with executives to identify opportunities for improving efficiency and effectiveness.

• Champion the adoption of AI and automation across operations workflows to reduce manual processing, improve accuracy, and scale capacity ahead of volume growth.
• Oversee all operational functions, ensuring they are consistent with established goals for growth and profitability.
• Ensure operational systems, processes, and policies are followed, improving the quality and efficiency of operations.

• Provide leadership to the Operations division management team cultivating a high-performance culture.
• Develop training and mentorship programs to enhance the skills of the operations division management team.

• Monitor daily operations to ensure a smooth workflow, identifying areas for potential improvement.
• Implement performance metrics to assess department success and drive business performance.

• Partner with the finance team to manage operational budgets, ensuring financial targets are met.
• Analyze financial statements and operational metrics to guide decision-making.

• Uphold regulatory and policy frameworks, working closely with legal and compliance teams.
• Develop strategies for risk management and mitigation to safeguard company interests.