Sr Client Delivery Analyst

Apex Fintech Solutions LLC; New York (NY); Hybrid; USD 90,640 - 113,300; Full time

Benefits offered by this job

Healthcare benefits

PTO

401k match

Parental leave

HSA contribution

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions is seeking a Senior Client Delivery Analyst in New York. You will oversee end-to-end onboarding for fintech clients, ensuring regulatory compliance and exceptional client experiences while coordinating with internal teams and platform partners.

The role requires 5+ years in client onboarding in financial services, FINRA SIE and Series licenses, and strong project management. We offer hybrid work, healthcare, PTO, 401k, parental leave, and tuition reimbursement.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 5+ years in client onboarding in financial services or broker-dealer environments.
• FINRA SIE and Series 99 licenses required or willingness to obtain.

Responsibilities

• Lead onboarding for fintech clients, answer questions, communicate timelines, escalate blockers.
• Maintain relationships with clients, sales, and onboarding teams to track progress.
• Guide clients through onboarding with new custodians, building trust with Apex.
• Coordinate with platform partners to streamline onboarding processes and reduce delays.
• Collaborate with onboarding teams and partners to ensure flawless technical setup.
• Develop and maintain a dashboard for leadership with up-to-date onboarding status.

Skills

Project management

Relationship building

Communication

Onboarding

Vendor coordination

Education

Bachelor’s degree in business, finance, or related field

Job description

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 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

ABOUT THIS ROLE

The Senior Client Delivery Analyst is a detail‑oriented, proactive, and customer‑focused individual, and requires a seasoned professional with expertise in onboarding fintech clients in the financial services industry. As the Senior Client Delivery Analyst, you will oversee the end‑to‑end onboarding process for new clients, ensuring compliance with regulatory standards and industry best practices while delivering exceptional client experiences. You will support a team of onboarding specialists, streamline processes, and serve as a key liaison between internal teams and clients during the transition to our platform and services.

Key Responsibilities

• Lead the onboarding process for fintech firms, educating and answering their questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
• Establish and maintain strong relationships with clients, sales, relationship management, service and the internal onboarding teams so that all stakeholders are aware where new clients are in their onboarding journey.
• Guide and support clients through the onboarding process utilizing knowledge of firms’ expectations for onboarding with new custodians creating trust and confidence with Apex.
• Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch, etc) on shared onboarding processes eliminating risk and delays for firms as they onboard.
• Coordinate with the Apex onboarding team, and platform partners’ teams, to ensure technical setup is flawless.
• Develop and maintain an "at‑a‑glance" dashboard to provide the Onboarding leadership teams with up‑to‑date information on the onboarding journey of every client.

Education and Experience

• Bachelor’s degree in business administration, finance, or a related field (or equivalent work experience) required
• 5+ years of experience in client onboarding in a financial services or broker‑dealer environments
• Deep knowledge of fintech firms' onboarding expectations with new custodians and a proven track record of successful firm transitions
• Experience managing complex projects involving multiple technology vendors
• FINRA SIE and Series 99 License(s) required (or willingness to obtain);

Preferred Qualifications

• Experience leading teams is preferred
• Series 7 preferred

Knowledge, Skills, and Abilities

• Excellent project management, organizational and communication skills – attention to detail is a must
• Strong relationship‑building skills, with the ability to establish trust and credibility with clients and internal teams
• Exceptional communication and interpersonal skills
• Technical acumen and ability to quickly learn new technologies

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

$90,640-$113,300

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 Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.