Sr Client Delivery Analyst

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:

Best Places to Work 2026, 2025, 2024, 2023‑ Presented by Built In

Wealth Tech of the Year 2025‑ Presented by US Fin Tech Awards

The World’s Top 250 Fintech Companies 2024‑ Presented by CNBC

The Senior Client Delivery Analyst is a detail‑oriented, proactive, and customer‑focused individual, and requires a seasoned professional with expertise in onboarding fintech clients in the financial services industry. As the Senior Client Delivery Analyst, you will oversee the end‑to‑end onboarding process for new clients, ensuring compliance with regulatory standards and industry best practices while delivering exceptional client experiences. You will support a team of onboarding specialists, streamline processes, and serve as a key liaison between internal teams and clients during the transition to our platform and services.

• Lead the onboarding process for fintech firms, educating and answering their questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
• Establish and maintain strong relationships with clients, sales, relationship management, service and the internal onboarding teams so that all stakeholders are aware where new clients are in their onboarding journey.
• Guide and support clients through the onboarding process utilizing knowledge of firms’ expectations for onboarding with new custodians creating trust and confidence with Apex.
• Liaise with key platform partners (Orion, Advyzon, Docupace, Advisor Arch, etc) on shared onboarding processes eliminating risk and delays for firms as they onboard.
• Coordinate with the Apex onboarding team, and platform partners’ teams, to ensure technical setup is flawless.
• Develop and maintain an "at‑a‑glance" dashboard to provide the Onboarding leadership teams with up‑to‑date information on the onboarding journey of every client.

• Bachelor’s degree in business administration, finance, or a related field (or equivalent work experience) required
• 5+ years of experience in client onboarding in a financial services or broker‑dealer environments
• Deep knowledge of fintech firms' onboarding expectations with new custodians and a proven track record of successful firm transitions
• Experience managing complex projects involving multiple technology vendors
• FINRA SIE and Series 99 License(s) required (or willingness to obtain);

• Experience leading teams is preferred
• Series 7 preferred

• Excellent project management, organizational and communication skills – attention to detail is a must
• Strong relationship‑building skills, with the ability to establish trust and credibility with clients and internal teams
• Exceptional communication and…