Jobs at Apex Fintech Solutions

Maintain and improve technical documentation workflows by analyzing product changes, coordinating releases, managing documentation tickets, and validating update requests. Build dashboards and reports using client usage data, support cross-functional planning, and evaluate AI tools, platforms, and automations. Partner with engineers, product managers, subject matter experts, and client-facing teams to improve documentation quality, consistency, and operational efficiency.

Analyzes Tax & Cost Basis data processes, trends, and quality; develops reports and actionable recommendations; tests software and data workflows; documents procedures; collaborates with Product, Operations, and Development; and helps automate processes to improve efficiency and reduce manual work.

Develop and maintain client-facing API documentation, programming guides, tutorials, knowledge-base content, and developer resources. Partner with engineers, product managers, architects, and business stakeholders to translate complex technical concepts into clear content. Lead documentation initiatives, mentor writers, maintain editorial standards, and use generative AI to improve content quality and workflow efficiency while validating accuracy, security, and technical validity.

Manage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.

Leads Service Management Analysts in delivering client support and meeting response and resolution SLAs. Oversees service queues, workflow allocation, escalations, quality assurance, operational metrics, trend analysis, process improvements, and team development. Partners with Operations, Compliance, Billing, Product, Engineering, and Account Management to resolve issues, improve workflows, reduce client friction, and maintain consistent, compliant service experiences.

Own the roadmap for cloud infrastructure products spanning AWS, GCP, and Azure, including migrations, provisioning automation, cost optimization, and AI-driven improvements. Analyze cloud costs, evaluate build-versus-buy decisions, define requirements, manage delivery, coordinate dependencies, and partner with engineering, finance, vendors, and leadership. Lead technical discussions, track OKRs and success metrics, advocate for the team, and mentor junior members.

Supports tax reporting and withholding operations for brokerage clients, including preparation and correction of 1099, 1042-S, and 5498 forms; IRS filing through FIRE and IRIS; W-8/W-9 validation; cost basis reporting; reconciliations; data quality reviews; client inquiries; and process automation. Ensures accurate, timely, and compliant reporting while investigating discrepancies, IRS rejections, withholding issues, and cost basis breaks.

The Sales Manager will coordinate sales activities, support strategic goals, engage with clients, conduct market research, and facilitate communication across teams to achieve sales targets.

The Sales Director will lead sales efforts for cloud-based fintech solutions, develop strategy, secure business opportunities, and maintain client relationships.

The Senior IAM Automation Engineer will transform identity and access management through automation, DevOps practices, and mentoring. Responsibilities include implementing Tines, using infrastructure-as-code, and collaborating with SecOps on emerging identity challenges.

The Sales Engineer provides technical support for SaaS solutions, builds client relationships, and collaborates with teams on solution design and product adoption.

Own feature-level product delivery from discovery through launch and iteration. Write PRDs/user stories, prioritize backlogs, run lightweight research and experiments, partner with design and engineering, instrument features and monitor metrics, coordinate releases and go-to-market, and ensure operational readiness and quality.

Supports investor communications operations by preparing and reviewing regulatory and non-regulatory documents, processing requests, performing reconciliations, and ensuring compliance with deadlines and regulations. Provides client and stakeholder support, assists with client onboarding, oversees communications quality, identifies documentation or processing irregularities, escalates issues, and recommends workflow improvements. Requires strong attention to detail, customer service, problem-solving, and multitasking skills.

As a Senior IAM Engineer, you will oversee IAM tools, streamline processes, automate systems, and collaborate on strategic IAM solutions.

Design, build, and automate integrations between endpoint platforms, identity, and cloud (Intune, Kandji, ABM, Entra ID, AWS WorkSpaces). Migrate GPOs to cloud-native policies, implement Conditional Access and RBAC, develop IaC and automation (Terraform/Ansible/CloudFormation, Lambda, PowerShell/Python), and maintain cross-platform device lifecycle and MDM for enterprise endpoints.

Provide operational and client-facing support for fintech clients by processing daily workflows, identifying and implementing process improvements, analyzing operational data and preparing reports, escalating critical issues, and collaborating across teams to resolve client and processing challenges while enhancing service delivery and client satisfaction.

The Portfolio Manager executes daily trading workflows, manages client sessions, ensures compliance, and monitors trade execution quality for sub-advisory clients.

The Director of Program Management leads program governance, collaborates with leaders on strategy execution, manages multiple projects, and ensures stakeholder alignment and program performance.

Lead and oversee large-scale programs aligned with company strategy. Manage a portfolio of projects and a team of project managers, set program strategy, engage stakeholders, report to executives, control budgets and forecasting, perform cost-benefit and risk analysis, ensure quality standards, and drive continuous improvement and team development.

Manage full lifecycle retirement account operations (contributions, distributions, rollovers, RMDs), prepare and file tax forms (1099-R, 5498) via FIRE/IRIS, ensure IRC/ERISA/FINRA/SEC compliance, handle customer inquiries, and drive process improvements to reduce risk and increase operational efficiency.