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About the Role

The Senior Client Delivery Analyst is a detail-oriented, proactive, and customer-focused professional responsible for overseeing the end-to-end onboarding process for new fintech clients. This role ensures compliance with regulatory standards, supports onboarding specialists, streamlines processes, and serves as a primary liaison between internal teams and clients to deliver an exceptional transition experience.

Responsibilities

Lead the end-to-end onboarding process for fintech firms, including client education and timeline management.
Identify and escalate blockers to stakeholders to ensure quick resolution.
Establish and maintain strong relationships with clients, sales, relationship management, and internal teams.
Guide clients through the onboarding process to build trust and confidence in Apex services.
Liaise with platform partners such as Orion, Advyzon, Docupace, and AdvisorArch to eliminate risks and delays.
Coordinate with internal and partner teams to ensure flawless technical setup.
Develop and maintain an at-a-glance dashboard for leadership to track client onboarding progress.

Requirements

Bachelor’s degree in business administration, finance, or a related field, or equivalent work experience.
5+ years of experience in client onboarding within financial services or broker-dealer environments.
Deep knowledge of fintech firm onboarding expectations with new custodians.
Proven track record of successful firm transitions.
Experience managing complex projects involving multiple technology vendors.
FINRA SIE and Series 99 licenses required or willingness to obtain.
Experience leading teams is preferred.
Series 7 license is preferred.

Skills

Project management
Organizational skills
Communication skills
Attention to detail
Relationship-building
Technical acumen
Ability to learn new technologies

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Full-time
Hybrid

Experience Level

Mid-Senior

Education Level

Bachelor’s degree

Salary/Compensations

$90,640-$113,300

Benefits

Healthcare benefits (medical, dental, vision)
Employee Assistance Program (EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
External learning and tuition reimbursement

About the Company

Apex Fintech Solutions powers innovation in digital wealth management by building tech-forward solutions.
Supports clients such as Stash, Betterment, SoFi, Webull, and eToro.
Powers access to the stock market for over 22+ million end customers.
Recognized as a Best Place to Work (2023-2026) and WealthTech of the Year 2025.

Equal Opportunity

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, or any other protected characteristic.
Committed to creating an inclusive and accessible workplace and providing reasonable accommodations for candidates with disabilities.