Execution Services Associate
Apex Fintech Solutions is a leader in digital wealth management, providing innovative tech solutions for financial markets. The Execution Services Associate will assist in implementing tailored routing and execution solutions, ensuring efficient trading experiences for clients while supporting onboarding and connectivity processes.
Responsibilities
- Support onboarding connectivity, FIX certification, and routing integration processes for clients, executing brokers, and liquidity venues
- Assist with directing testing protocols and the promotion of updates and workflows to production environments
- Along with senior members of the team, help resolve high-level issues related to connectivity and trading system functionality
- Field client inquiries, maintain clear and proactive communication, and escalate more complex matters to senior staff as needed
- Develop relationships with vendor platforms and coordinate with internal trading technology and product teams
- Ensure proper maintenance of technical specifications and connectivity databases
- Contribute to and identify opportunities to improve and streamline processes and services, including utilizing firm-approved AI tools and data analysis tools to realize efficiencies
Skills
- Minimum of 1 to 3 years of experience in financial services or financial technology
- Background in FIX connectivity/certification, trading systems, client service, or client integration
- Familiarity with execution methods and trading workflow from order origination through settlement
- Understanding of market microstructure, trading protocols (FIX), and regulatory requirements a plus
- Curious, eager to learn, and possesses a desire to develop expertise in Trading and Execution Services
- AI fluency and solid data analysis skills with the ability to organize, manipulate, and interpret data
- Client-focused mindset with strong ownership, accountability, and sense of urgency
- Demonstrated ability to communicate effectively with stakeholders across technical and non-technical functions
- Bachelor's degree in Finance, Business Administration, Computer Science, or a related field
- FINRA SIE and Series 7
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
- Hybrid work schedule
Company Overview
Company H1B Sponsorship