Apex Fintech Solutions is a leader in digital wealth management, providing innovative fintech solutions to simplify access to financial markets. The Execution Services Associate will play a critical role in integrating clients with Apex's multi-asset trading solutions, ensuring a seamless trading experience while supporting client 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 preferred
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
We Insure is passionate at being the very best independent agency solution. It was founded in 2009, and is headquartered in Jacksonville, Florida, USA, with a workforce of 201-500 employees. Its website is https://weinsuregroup.com/.