Apex Fintech Solutions
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Manage onboarding process for advisory firms, educate and guide clients through the process, establish and maintain relationships with stakeholders, coordinate with internal and external teams, and provide leadership with up-to-date information on client onboarding journey.
The Lead Advisory Onboarding Manager at Apex Fintech Solutions will manage the onboarding process for advisory firms, establish strong client relationships, liaise with platform partners, and ensure flawless technical setup. This role requires deep knowledge of advisory firms onboarding expectations and excellent project management skills.
Design, develop, and deploy solutions on large scale trading data utilizing technologies such as Big Query, Looker, Cloud Functions, and more.
