Director Client Delivery

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 1000 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 Fintech Solutions is seeking a strategic results-driven leader to join our team as Director Client Delivery. This role requires an experienced professional with deep expertise overseeing end-to-end client onboarding functions for broker dealers fintechs wealth management firms asset managers RIAs within the financial services industry. The Director will drive the overall onboarding strategy lead a dedicated team of onboarding specialists and own the client transition experience to Apex’s platform and services. This senior leader will collaborate cross-functionally ensure seamless execution and champion continuous improvement in onboarding operations compliance and client satisfaction.

Key Responsibilities

• Develop and execute a comprehensive onboarding strategy for clients ensuring alignment with Apex’s business objectives and industry best practices. 
• Lead mentor and manage members of the Client Onboarding team fostering a high-performance culture focused on delivering exceptional service to institutional clients. 
• Serve as the senior point of contact for client firms during onboarding providing executive-level support guidance and escalation management to resolve complex issues efficiently. 
• Build and maintain strategic relationships with clients sales relationship managers service organizations and internal onboarding teams to provide transparency and clarity throughout the onboarding journey. 
• Oversee critical partnerships and integrations with leading financial technology platforms proactively addressing risks and removing barriers to timely onboarding. 
• Drive operational excellence by identifying process improvements managing quality assurance initiatives and leveraging technology to enhance workflow efficiency and data accuracy. 
• Provide regular reporting and executive dashboards to senior management offering insights into pipeline activity onboarding status and client experience metrics. 
• Ensure compliance with regulatory requirements internal controls and industry standards in all onboarding operations. 

Education and Experience

• Bachelor’s degree in business administration finance or related field; advanced degree or relevant certifications preferred. 
• 10+ years of experience in client onboarding relationship management or implementation roles within financial services or brokerage environments. 
• 5+ years of experience as a people manager.
• Demonstrated experience leading teams and driving transformation across onboarding or client service functions. 
• Deep knowledge of brokerage firm onboarding requirements custodian transitions and complex project management involving multiple technology vendors. 
• FINRA SIE and Series 7 required within 6 months of initial employment; Series 24 License required within 12 months of initial employment.  
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Preferred Qualifications:  Knowledge Skills and Abilities:

Leadership and Team Management: Proven ability to lead both internal and client teams with a balance of hands-on problem-solving and strategic leadership.

Communication: Exceptional communication skills with the capacity to interact and influence senior executives and operational stakeholders.

Analytical Abilities: Strong analytical and technical aptitude; proven ability to leverage systems and data for operational insights and decision-making. 

Adaptability: Highly adaptable to changes and capable of managing multiple competing priorities in a dynamic environment.

Negotiation and Conflict Management: Skilled in negotiation and conflict management with the ability to influence outcomes without direct authority.

Project Management: Advanced project management and organizational skills; ability to manage multiple high-impact initiatives simultaneously. 

Trust: Ability to build trusted relationships with executive clients internal teams and external partners.  

#sales #full-time #mid-senior #LI-SD1 #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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

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.

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch scale and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading wealth management cost basis tax reporting and through its subsidiary Apex Clearing™ custody and clearing. For more information visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

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