Manager, Operations; Margins & Cashiering

Manager, Operations (Margins & Cashiering)

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Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. We provide an environment in which fintech companies are empowered to change the world.

With offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila, we are a global organization. AFS has received industry awards including Best Wealth Management Company (2018‑2021, Fintech Breakthrough Awards), Most Innovative Companies (2021, Fast Company), Best API & Best Trading Technology (2021, Global Fintech Awards).

Apex's Operations division manages complex middle and back office custodial and clearing services on behalf of our clients. We are seeking a Manager, Operations (Margins & Cashiering) to support our Cash Management team responsible for risk prevention, status confirmation, and education of policies and procedures related to money movement. Our mission is to execute at an elite level, owning every client interaction, delivering one‑call resolution, protecting clients' interests from fraud while mitigating risk to the firm.

• Effectively manage and coach others, evaluating risk when reviewing client accounts requesting fund disbursements including check requests, deposits, domestic and international wires.
• Perform detailed work communicated in a clear, effective manner.
• Actively listen, assess specialists' and clients' needs, research information, and provide “outside of the box” solutions.
• Problem‑solve and conduct research/special requests through email, telephone and our internal inquiry system.
• Resolve escalations to clients' satisfaction, taking action quickly in a high‑risk environment to mitigate risk to the firm.
• Proactively educate specialists, clients and internal partners on our products and services.
• Drive business initiatives and results by developing strong partnerships.

• Bachelor’s degree in finance, economics, or business administration (or equivalent work experience).
• 5+ years’ experience in brokerage/financial industry with emphasis on customer service or securities processing.
• 2+ years experience as a people manager preferred.
• FINRA SIE and Series 99 License(s) required (or willingness to obtain);
  Series 7 preferred.

• Passion for service and desire to help and develop people.
• Strong interpersonal, verbal, and written communication skills.
• Ability to listen and explain complex subjects in simpler terms.
• Demonstrated ability to work with minimal supervision.
• Demonstrated leadership and ability to be a model and mentor to peers.
• Advanced knowledge of regulatory, audit, and compliance policies in the securities industry.
• Excellent operational and follow‑up skills with ability to manage complex work, self‑directed and quickly develop full understanding of the business.
• Positive attitude, team‑oriented, enthusiastic, professional, forward thinker and strong work ethic.

• This job operates in a hybrid office environment, 3 days per week.

We offer a robust package of employee perks and benefits, including a market‑leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Private health, dental, and optical insurance and life insurance are covered. Work‑life balance is emphasized with flexible hours, parental leave, a modern city‑center office and a hybrid work schedule that allows partial remote work.

Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and a charitable matching gift program.

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 all qualified applicants receive fair consideration without regard to these characteristics.

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We provide reasonable accommodations to qualified individuals with disabilities. If you require accommodations, submit your request via the Candidate Accommodation Requests Form and we will assist you to participate fully in our hiring process.