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Apex Fintech Solutions
Apex Fintech Solutions

60 Apex Fintech Solutions Operations Specialist Jobs Hiring Near You

Apex Fintech Solutions

Staff Solutions Architect

Austin, TX · On-site

$62.50 - $82.25/hr

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth ... Oversee internal workstreams across engineering, IT, security, operations, product, sales, and ...

Apex Fintech Solutions

Software Engineer II

Chicago, IL · Hybrid

$110K/yr

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 ...

Apex Fintech Solutions

Software Engineer II

Chicago, IL · On-site

$110K/yr

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 ...

Apex Fintech Solutions

Manager, Data Engineering

Dallas, TX · On-site

$113.30K - $136K/yr

... operational data for Apex Fintech Solutions. You will play a pivotal role in leading this team while collaborating with cross-functional engineering teams and stakeholders to deliver cutting-edge ...

Apex Fintech Solutions

Software Engineer II

Chicago, IL · Hybrid

$110K/yr

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 ...

Apex Fintech Solutions

Manager, Data Engineering

Austin, TX · On-site

$113.50K - $136.30K/yr

... operational data for Apex Fintech Solutions. You will play a pivotal role in leading this team while collaborating with cross-functional engineering teams and stakeholders to deliver cutting-edge ...

Apex Fintech Solutions

Manager, Data Engineering

Austin, TX · On-site

$113.50K - $136.30K/yr

... operational data for Apex Fintech Solutions. You will play a pivotal role in leading this team while collaborating with cross-functional engineering teams and stakeholders to deliver cutting-edge ...

Apex Fintech Solutions

Product Manager

Austin, TX · Hybrid

WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth ... operational excellence for our advisors and business. The Product Manager will report to the ...

Apex Fintech Solutions

Software Engineer I

Austin, TX · On-site

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 ...

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Apex Fintech Solutions Jobs Information

What are the key skills and qualifications needed to thrive as an Operations Specialist, and why are they important?

To thrive as an Operations Specialist, you need strong analytical skills, organizational abilities, and a solid understanding of business processes, often supported by a bachelor's degree in business or a related field. Familiarity with enterprise resource planning (ERP) systems, data analysis tools, and workflow management software is typically required. Excellent problem-solving, communication, and adaptability are valuable soft skills that help manage shifting priorities and cross-functional collaboration. These skills and qualities are crucial for ensuring efficient operations, process improvements, and the overall success of business objectives.

How does an Operations Specialist typically collaborate with other departments to ensure smooth business processes?

Operations Specialists regularly work with teams such as logistics, finance, and customer service to streamline workflows and resolve bottlenecks. They serve as a bridge between departments by coordinating schedules, communicating process changes, and tracking performance metrics. This cross-functional collaboration helps maintain efficiency, ensures compliance with company policies, and supports continuous improvement initiatives. Being proactive and adaptable is key, as Operations Specialists often need to address unexpected issues quickly while maintaining strong relationships across the organization.

What does an Operations Specialist do?

An Operations Specialist is responsible for ensuring that a company's day-to-day processes run smoothly and efficiently. They analyze existing workflows, identify areas for improvement, and help implement solutions to optimize productivity. Operations Specialists often coordinate between different departments, manage data and documentation, and support project management initiatives. Their goal is to streamline operations, reduce costs, and support the overall success of the business.
What other companies are hiring for Operations Specialist jobs?
What are the most popular jobs at Apex Fintech Solutions?
What are the most popular categories at Apex Fintech Solutions?
Infographic showing various Operations Specialist job openings at Apex Fintech Solutions in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 74% Physical, 24% Hybrid, and 2% Remote job distribution.
Sr Operations Specialist (Settlements & Buy-Ins)

Sr Operations Specialist (Settlements & Buy-Ins)

Apex Fintech Solutions

Austin, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

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 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
We're looking for a motivated self-starter to join our expanding Operations team in Dallas, Texas. As a Senior Operations Specialist (Settlements & Buy-Ins), you'll be joining a team that executes on critical market-related and client-reporting functions. You will support the Settlements and Buy-ins teams by performing a variety of risk and regulatory functions. This is an opportunity to support Apex's core products for our introducing broker-dealers.
Duties/Responsibilities
  • Settlements Operations Oversight: Monitor and resolve critical settlement exceptions, failed trades, and buy-in events across custody, clearing, and settlement platforms. Ensure all settlement workflows, reconciliations, and cash/securities movements are processed accurately and efficiently, with issues escalated and resolved promptly.
  • Client & Broker-Dealer Relations: Serve as primary point of contact for client inquiries related to settlement status, trade breaks, buy-in notifications, and position discrepancies. Communicate proactively via email and phone with clients, custodians, and counterparties to resolve settlement issues and ensure superior service delivery.
  • Regulatory Compliance & Technical Expertise: Maintain comprehensive knowledge of SEC Rule 204, Regulation SHO, settlement discipline requirements, and FINRA trade reporting rules. Ensure all settlement operations comply with regulatory standards while staying current on evolving settlement cycle changes (T+1) and industry best practices.
  • Systems Management & Automation Initiatives: Partner with Technology teams to identify automation opportunities, reduce manual interventions, and enhance system capabilities for settlement processing and exception handling.
  • Process Optimization & Analysis: Analyze settlement workflows, buy-in procedures, and reconciliation processes to identify inefficiencies and operational risks. Design and implement process improvements that reduce settlement failures, minimize buy-in costs, and enhance operational scalability.
  • Documentation & Procedure Development: Help maintain comprehensive Written Supervisory Procedures (WSPs)and desktop procedures. Ensure documentation supports operational consistency, audit readiness, and knowledge transfer across the team.
  • Team Leadership & Mentorship: Train, coach, and develop junior operations specialists and analysts in settlement operations, buy-in procedures, and regulatory requirements. Foster a culture of continuous improvement, technical excellence, and proactive problem-solving.
  • Service Level Agreement (SLA) Accountability: Own the achievement and monitoring of Service Center SLAs , settlement fail rates, and buy-in resolution times. Drive performance improvements and ensure consistent target attainment.
  • Cross-Functional Technology Collaboration: Act as liaison between Operations and Product/Technology teams to communicate settlement system requirements, prioritize enhancement requests, and validate system releases. Provide operational expertise to support platform upgrades and new product launches affecting settlement workflows.
Education and/or Experience
  • Bachelor's degree in Business Administration, Accounting, Finance, Economics, or a related field (or equivalent work experience) required
  • 5+ years of prior experience in back-office brokerage operations
  • FINRA SIE and Series 7 or Series 99 License(s) require (or willingness to obtain)
Required Skills/Abilities
  • High attention to detail with a proven ability to follow up and resolve complex issues across multiple stakeholders.
  • Excellent organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
  • Collaborative mindset with strong interpersonal and communication skills to work effectively across teams and functions.
  • Proficient in Microsoft 365 (Excel, Word, PowerPoint)
  • Displays relentless focus on customer service and customer satisfaction
Work Environment
  • This job operates in a hybrid, office environment.

#operations #associate #full-time #LI-KD1 #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

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