Sr Client Delivery Analyst
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. Collectively, Apex powers access to the stock market for over 22+ million end customers. We are changing how the securities industry operates by reinventing the status quo—digitizing and democratizing systems so that everyone has an opportunity to invest.
About the Role
The Senior Client Delivery Analyst is a detail-oriented, proactive, and customer-focused professional with expertise in onboarding fintech clients in the financial services industry. 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.
Responsibilities
- Lead the onboarding process for fintech firms, educating and answering their questions, communicating timelines, identifying blockers, and escalating with stakeholders when necessary to ensure quick resolution and absence of ambiguity.
- Establish and maintain strong relationships with clients, sales, relationship management, service, and internal onboarding teams so that all stakeholders are aware of 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 to create trust and confidence with Apex.
- Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch, etc.) on shared onboarding processes to eliminate 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 Onboarding leadership teams with up-to-date information on the onboarding journey of every client.
Requirements
- Bachelor’s degree in business administration, finance, or a related field (or equivalent work experience).
- 5+ years of experience in client onboarding in a financial services or broker-dealer environment.
- 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).
Qualifications
- Experience leading teams is preferred.
- Series 7 license preferred.
Skills
- 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 interpersonal skills.
- Technical acumen and ability to quickly learn new technologies.
Benefits
- Healthcare benefits (medical, dental, and vision, EAP).
- Competitive PTO.
- 401k match.
- Parental leave.
- HSA contribution match.
- Paid subscription to the Calm app.
- Generous external learning and tuition reimbursement benefits.
At Apex Fintech Solutions, we offer a hybrid work schedule for most roles, allowing employees the flexibility of working from home and one of our primary offices.
Pay
Salary Range: $90,640–$113,300. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.