... a highly motivated Senior Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and ...
... a highly motivated Senior Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and ...
... a highly motivated Senior Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and ...
... a highly motivated Senior Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and ...
Sr. Operations Analyst-Channel Operations
Austin, TX · On-site
$90 - $140/hr
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Sr. Operations Analyst-Channel Operations
Austin, TX · On-site
$90 - $140/hr
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Senior Business Operations Analyst
Cypress, TX · On-site
$79K - $102K/yr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Senior Business Operations Analyst
Cypress, TX · On-site
$79K - $102K/yr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Senior Business Operations Analyst
Cypress, TX · On-site
$79K - $102K/yr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Senior Business Operations Analyst
Cypress, TX · On-site
$79K - $102K/yr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Senior Business Operations Analyst
Dallas, TX · On-site
$85 - $110/hr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Senior Business Operations Analyst
Dallas, TX · On-site
$85 - $110/hr
The Senior Business Operations Analyst will be responsible for working with our business partners throughout the Servicing organization to ensure contact strategy is in line for investors and ...
Sr. Operations Billing Analyst
Houston, TX · On-site
$45K - $61K/yr
POSITION OVERVIEW We are looking for an experienced Retail Operations Analyst to join our team in the role of Sr Operations Analyst. The ideal candidate should possess independence, purposefulness ...
Sr. Operations Billing Analyst
Houston, TX · On-site
$45K - $61K/yr
POSITION OVERVIEW We are looking for an experienced Retail Operations Analyst to join our team in the role of Sr Operations Analyst. The ideal candidate should possess independence, purposefulness ...
The Senior Partner Operations Analyst at SailPoint is a critical, highly collaborative role dedicated to optimizing and scaling SailPoint's global partner ecosystem and program compliance. Serving as ...
The Senior Partner Operations Analyst at SailPoint is a critical, highly collaborative role dedicated to optimizing and scaling SailPoint's global partner ecosystem and program compliance. Serving as ...
Job Summary / Purpose The Senior Operations Business Analyst will have responsibility for the Operations Applications for Golden Pass LNG. This role is for a Sr. Operations Business Analyst to work ...
Job Summary / Purpose The Senior Operations Business Analyst will have responsibility for the Operations Applications for Golden Pass LNG. This role is for a Sr. Operations Business Analyst to work ...
Senior Operations Business Analyst
Sabine Pass, TX · On-site
$110 - $150/hr
Job Summary / Purpose The Senior Operations Business Analyst will have responsibility for the Operations Applications for Golden Pass LNG. This role is for a Sr. Operations Business Analyst to work ...
New
Senior Operations Business Analyst
Sabine Pass, TX · On-site
$110 - $150/hr
Job Summary / Purpose The Senior Operations Business Analyst will have responsibility for the Operations Applications for Golden Pass LNG. This role is for a Sr. Operations Business Analyst to work ...
New
Position Overview We are seeking a highly analytical and results-driven Senior Strategic Operations Analyst to join our Strategic Planning & Operations team. This role partners closely with ...
Position Overview We are seeking a highly analytical and results-driven Senior Strategic Operations Analyst to join our Strategic Planning & Operations team. This role partners closely with ...
Senior Store Operations Analyst
Tyler, TX · On-site
Overview The Senior Store Operations Analyst turns store, financial, labor, inventory, and customer data into insights and recommendations that improve sales, profitability, productivity, and ...
Senior Store Operations Analyst
Tyler, TX · On-site
Overview The Senior Store Operations Analyst turns store, financial, labor, inventory, and customer data into insights and recommendations that improve sales, profitability, productivity, and ...
Senior Store Operations Analyst
Tyler, TX · On-site
Overview The Senior Store Operations Analyst turns store, financial, labor, inventory, and customer data into insights and recommendations that improve sales, profitability, productivity, and ...
Quick apply
Senior Store Operations Analyst
Tyler, TX · On-site
Overview The Senior Store Operations Analyst turns store, financial, labor, inventory, and customer data into insights and recommendations that improve sales, profitability, productivity, and ...
Senior Operations Business Analyst
Dallas, TX · On-site
$91K - $118K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Senior Operations Business Analyst
Dallas, TX · On-site
$91K - $118K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Senior Commercial Operations Analyst
Dallas, TX · On-site
$60 - $110/hr
Senior Commercial Operations Analyst Location: * Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome ...
Senior Commercial Operations Analyst
Dallas, TX · On-site
$60 - $110/hr
Senior Commercial Operations Analyst Location: * Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome ...
SolarWinds is seeking a Business Operations Senior Analyst to join our GTM Business Operations organization. In this role, you will leverage your Salesforce expertise and business acumen to design ...
SolarWinds is seeking a Business Operations Senior Analyst to join our GTM Business Operations organization. In this role, you will leverage your Salesforce expertise and business acumen to design ...
Sr. Operations Analyst-Channel Operations Accruent Austin, TX, United States
Austin, TX · On-site
$90 - $130/hr
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Sr. Operations Analyst-Channel Operations Accruent Austin, TX, United States
Austin, TX · On-site
$90 - $130/hr
Role Overview The Sr. Analyst Operations is a critical driver of Channel Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role ...
Senior Operations Analyst information
See Texas salary details
$38.2K - $45.9K
2% of jobs
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$73.2K is the 25th percentile. Wages below this are outliers.
$68.9K - $76.5K
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14% of jobs
The median wage is $87.8K / yr.
$84.2K - $91.9K
18% of jobs
$99.5K is the 75th percentile. Wages above this are outliers.
$91.9K - $99.5K
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$107.2K - $114.8K
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$122.5K
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Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 6 days ago
Key responsibilities
Process and monitor retirement account transactions such as contributions, distributions, RMDs, and rollovers across various retirement product types.
Support the preparation, review, and filing of year-end tax forms including Form 1099-R and Form 5498, ensuring accuracy and compliance.
Manage account maintenance activities like beneficiary updates, excess contributions, recharacterizations, and ensure adherence to regulatory requirements.
Job description
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 BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World's Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
Apex is seeking a highly motivated Senior Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and distributions to tax reporting and regulatory compliance, for our introducing broker-dealers. The ideal candidate will have experience in retirement plan administration or brokerage operations, a strong understanding of IRS rules governing retirement accounts, and the ability to apply creative solutions to operational challenges.
Key Responsibilities
- Retirement Account Operations: Process and monitor IRA contributions, Roth conversions, rollovers, Required Minimum Distributions (RMDs), and retirement plan distributions across all retirement product types including Traditional, Roth, SEP, and SIMPLE IRAs, 401(k), 403(b), pension, annuity, and HSA/ESA accounts. Ensure all transactions comply with IRS contribution limits, distribution rules, and eligibility requirements.
- Tax Reporting & IRS Filing: Support the preparation, review, and filing of year-end tax forms including Form 1099-R (Distributions) and Form 5498 (IRA Contributions). Identify and resolve reporting discrepancies, process corrections, and ensure timely and accurate IRS submission through FIRE/IRIS filing systems.
- Account Maintenance & Compliance: Manage beneficiary designation updates, excess contribution corrections, recharacterizations, and account restriction monitoring. Ensure all retirement account activities adhere to IRC, ERISA, and FINRA/SEC requirements.
- Customer Support: Handle a wide range of customer inquiries and requests related to retirement accounts through email and phone, providing timely and accurate information on contribution limits, distribution options, tax implications, and beneficiary rules to enhance client satisfaction.
- Knowledge Expansion: Continuously acquire and update knowledge of IRS regulations (Internal Revenue Code), ERISA requirements, and FINRA/SEC guidelines as they apply to retirement account operations, ensuring strict compliance and operational integrity.
- Process Improvement: Actively participate in initiatives to improve procedures by reducing risks and enhancing operational efficiencies. Provide recommendations and insights that may influence the strategic direction of retirement services operations.
Education and Experience
- Bachelor's Degree in Finance, Economics, Business Administration, Accounting, or a related field.
- Proven track record in retirement plan administration, brokerage operations, or financial services operations is essential.
Preferred Qualifications
- Experience: Minimum of 5 years in retirement account operations, brokerage operations, or financial services operations preferred.
- Technical Skills: Proficiency in Microsoft Office, particularly Excel. Knowledge of SQL and data organization and Claude AI is highly desirable. Experience with tax reporting systems (FIRE/IRIS) is a plus.
- Regulatory Knowledge: SME with IRS rules governing retirement accounts (contribution limits, RMD calculations, Roth conversion rules, early distribution penalties), ERISA compliance requirements, and FINRA/SEC guidelines affecting brokerage operations. Knowledge of the full life cycle of retirements from account opening to tax reporting, including state withholding reconciliation and remittance.
Work Environment
- Analytical Skills: Ability to think critically and utilize advanced problem-solving skills to address and resolve issues promptly, particularly around tax reporting accuracy and regulatory compliance.
- Communication: Excellent verbal and written communication skills, capable of explaining complex retirement account rules to clients and engaging effectively with various stakeholders.
- Independence: Self-motivated with the ability to operate independently while also being a cooperative and constructive team player.
- Detail-Oriented: Exceptional attention to detail and precision in executing tasks and projects, particularly in tax form preparation and IRS filing.
- Adaptability: Quick learner with the ability to adapt to new challenges and regulatory changes within a dynamic environment, including annual IRS contribution limit updates and evolving SECURE Act provisions. Must be prepared to learn and become proficient across multiple internal systems, platforms, and tools used in daily operations.
#operations #mid-senior #full-time #LI-MJ1 #APEX
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
About Apex Fintech Solutions
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2012