Execution Services Associate

Apex Fintech Solutions is a leader in digital wealth management, providing innovative fintech solutions to simplify access to financial markets. The Execution Services Associate will play a critical role in integrating clients with Apex's multi-asset trading solutions, ensuring a seamless trading experience while supporting client onboarding and connectivity processes.

Responsibilities

• Support onboarding connectivity, FIX certification, and routing integration processes for clients, executing brokers, and liquidity venues
• Assist with directing testing protocols and the promotion of updates and workflows to production environments
• Along with senior members of the team, help resolve high-level issues related to connectivity and trading system functionality
• Field client inquiries, maintain clear and proactive communication, and escalate more complex matters to senior staff as needed
• Develop relationships with vendor platforms and coordinate with internal trading technology and product teams
• Ensure proper maintenance of technical specifications and connectivity databases
• Contribute to and identify opportunities to improve and streamline processes and services, including utilizing firm-approved AI tools and data analysis tools to realize efficiencies

Skills

• Minimum of 1 to 3 years of experience in financial services or financial technology
• Background in FIX connectivity/certification, trading systems, client service, or client integration
• Familiarity with execution methods and trading workflow from order origination through settlement
• Understanding of market microstructure, trading protocols (FIX), and regulatory requirements a plus
• Curious, eager to learn, and possesses a desire to develop expertise in Trading and Execution Services
• AI fluency and solid data analysis skills with the ability to organize, manipulate, and interpret data
• Client-focused mindset with strong ownership, accountability, and sense of urgency
• Demonstrated ability to communicate effectively with stakeholders across technical and non-technical functions
• Bachelor's degree in Finance, Business Administration, Computer Science, or a related field
• FINRA SIE and Series 7 preferred

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
• Hybrid work schedule

Company Overview