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About the Role

Apex is seeking an analytical and solutions-oriented Operations Incident & Remediation Specialist to serve as the critical bridge between the Customer Organization and our IT Service Management (Incident Management) team. This role ensures that operational incidents affecting our clearing and custody business are effectively triaged, communicated, and resolved through deep collaboration with Incident Management’s formal postmortem analysis function across the organization. You'll be the voice of the Operational Organization during technology incidents, translating business impact into actionable intelligence, and ensuring the operational organization is part of the collaboration to effectively resolve and remediate incidents.

Responsibilities

Serve as the primary Operational Organization representative during technology incidents and operational disruptions
Partner with the Incident Management Problem Manager as the business liaison when operational issues require an operational response
Triage and prioritize operational issues based on client impact, business risk, and regulatory considerations
Provide real-time status updates to business stakeholders and leadership during active incidents
Escalate critical issues to appropriate stakeholders with clear business context and impact analysis
Ensure business priorities and client considerations are represented in the team's incident management processes
Contribute clearing and custody domain expertise (settlements, corporate actions, margin, trade processing, regulatory requirements) to the Incident Managements team-led postmortem analysis sessions
Participate as a business subject matter expert in cross-functional Postmortem Analysis sessions facilitated by the Incident Management Problem Manager
Provide operational context and business impact assessment to inform root cause identification and corrective action planning
Collaborate with the incident management team to ensure recommended corrective actions address business-side operational concerns
Assist in validating that implemented solutions effectively resolve business operational issues
Partner with the incident management team to ensure Operational Organization teams understand and implement process improvements identified through formal postmortem analysis
Collaborate on plan to engage clients as needed
Document operational processes, known issues, and workarounds specific to clearing and custody business operations
Build knowledge base articles to support Operational Organization teams
Maintain up-to-date process documentation and workflow diagrams for key Customer Organization operational areas
Collaborate with training teams to ensure operational staff are equipped with current processes and best practices
Create operational reference materials that can be leveraged during incident response
Serve as the primary point of contact between Operational Organization and the incident management team during operational incidents
Communicate proactively with Account Management, Relationship Management, and Client Services teams when operational issues impact client experience
Coordinate with Operations, Compliance, and other Customer Organization teams during multi-faceted operational incidents
Build strong relationships with Incident management, Technology, Product, and Compliance teams to enable effective collaboration during incidents
Facilitate information flow between technical teams and business stakeholders, ensuring clear communication in both directions
Prepare business-focused incident summaries and impact reports for Customer Organization leadership

Requirements

5+ years industry experience in operations, business analysis, or related roles within a custodian/clearing firm or financial services organization
Proven experience serving as a liaison between business and technology teams during operational incidents, effectively translating technical issues into business impact and priorities
Experience conducting comprehensive incident analysis, creating detailed postmortem reports, and developing operational process documentation including SOPs and knowledge base materials
Strong project management and organizational skills to coordinate incident response efforts, track resolution progress, and maintain systematic documentation of operational procedures

Skills

Clearing and custody operations (settlements, corporate actions, margin, trade processing, regulatory requirements)
Stakeholder management
Business translation
Analytical and critical thinking
Collaborative partnership
Clear verbal and written communication
Attention to detail
Resilience and adaptability
Process documentation (SOPs, process maps)
SQL
BigQuery
AI systems
Microsoft Office suite

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Hybrid
Full-time

Experience Level

Mid-Senior

Education Level

Bachelor's degree required
MBA or related advanced degree is a plus
FINRA Series 7 & Series 63 preferred at time of hire (otherwise, candidates required to obtain a Series 7 license within 90 days of initial employment)

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

About the Company

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
At Apex, we aim to enable frictionless investing for everyone.
Help us in our mission to democratize finance, and apply to our open roles today.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
At Apex, we stand for efficiency and transparency.
In every office, you’ll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients’ toughest challenges.
We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back.
We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm.

Equal Opportunity

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.
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.