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About the Role

Apex Fintech Solutions is seeking a strategic, results-driven Director, Client Delivery to oversee end-to-end client onboarding functions for financial services firms. This role involves driving the onboarding strategy, leading a team, and managing the client transition experience to Apex’s platform and services.

Responsibilities

• Develop and execute a comprehensive onboarding strategy aligned with business objectives and best practices.
• Lead, mentor, and manage the Client Onboarding team, fostering a high-performance culture.
• Serve as the senior point of contact for client firms during onboarding, providing executive-level support and managing escalations.
• Build and maintain strategic relationships with clients, sales, relationship managers, service organizations, and internal teams.
• Oversee critical partnerships and integrations with financial technology platforms, addressing risks and removing barriers.
• Drive operational excellence through process improvements, quality assurance, and technology enhancement.
• Provide regular reporting and executive dashboards on pipeline activity, onboarding status, and client experience metrics.
• Ensure compliance with regulatory requirements, internal controls, and industry standards in all onboarding operations.

Requirements

• 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.

Skills

• Leadership and Team Management
• Communication
• Analytical Abilities
• Adaptability
• Negotiation and Conflict Management
• Project Management
• Trust building

Location

• Austin
• Dallas
• Chicago
• New York
• Portland
• Belfast
• Manila

Work Type

• Hybrid

Experience Level

• Mid-Senior
• 10+ years of experience
• 5+ years of people management experience

Education Level

• Bachelor's degree in business administration, finance, or related field
• Advanced degree or relevant certifications preferred

Salary/Compensations

• $152,240-$190,300

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 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.
• Apex's robust suite of fintech software enables them to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others, powering access to the stock market for over 22+ million end customers.
• Apex is changing how the securities industry operates by reinventing the status quo, digitizing and democratizing systems so that everyone has an opportunity to invest.
• Apex is a global team with a clear vision: to be the trusted technology that powers the digital economy.
• Apex has offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila, with over 1,000 employees.
• Apex has been recognized as a Best Places to Work (2023-2026), WealthTech of the Year (2025), and one of The World’s Top 250 Fintech Companies (2024).

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.
• Hiring practices ensure that all qualified applicants receive fair consideration without regard to protected characteristics.
• Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities.
• The company is dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.