Top Operations & Support Jobs

Supports custody and clearing operations focused on ACATS, non-ACATS, and direct account transfers. Processes requests, resolves transfer failures, performs supervisory oversight, ensures regulatory compliance, identifies irregularities and fraud risks, responds to internal and external inquiries, and escalates issues appropriately. The role also assists with training, policy implementation, reporting, and project-oriented operational improvements.

Provide end-to-end production application support, including incident response, escalation management, monitoring, access and configuration changes, and client communication. Use AI tooling to investigate issues, build automations, and validate outputs. Collaborate with engineering on fixes, mentor teammates, and maintain runbooks and knowledge articles. The role requires strong skills in cloud platforms, APIs, databases, networking, operating systems, scripting, troubleshooting, and customer communication, with participation in an on-call rotation.

Supports daily mutual fund custody and clearing operations by processing purchases, redemptions, exchanges, and transfers; reconciling accounts; resolving discrepancies; responding to client and correspondent inquiries; completing supervisory reviews; and maintaining regulatory compliance and reporting. The role coordinates with fund companies, transfer agents, clients, and internal teams while assisting with training and policy implementation.

Analyze client tax and cost basis onboarding requirements, assess data quality, design workflows, improve processes, and lead automation initiatives. Serve as a liaison among clients, operations, technology, and product teams. Build dashboards, document processes, manage complex projects, and communicate onboarding progress and recommendations to stakeholders ranging from analysts to senior executives.

Analyzes operations to identify efficiency improvements, risks, and compliance gaps. Supports strategic planning, metrics generation, process redesign, risk mitigation, and cross-departmental project coordination. Collaborates with subject matter experts to improve workflows, develop operational initiatives, and align procedures with regulatory requirements. Uses SQL, Excel, and AI tools for analysis, reporting, and process improvement.

Leads Apex Fintech Solutions’ Operations division, overseeing custody and clearing functions including settlements, corporate actions, banking, regulatory reporting, and investor communications. Defines operational strategy, drives AI and automation adoption, improves efficiency, manages budgets and performance metrics, develops senior leaders, and ensures regulatory compliance and risk mitigation across a large, complex organization.

Manage client connectivity onboarding, FIX certification, routing integrations, testing, and production deployments for trading solutions. Resolve complex connectivity issues, maintain technical specifications and databases, coordinate vendor and internal relationships, and lead multi-stakeholder implementation initiatives. Apply knowledge of FIX protocol, execution methods, market microstructure, regulatory requirements, AI tools, and data analysis to improve trading operations and client outcomes.

Maintain and improve technical documentation workflows by analyzing product changes, coordinating releases, managing documentation tickets, and validating update requests. Build dashboards and reports using client usage data, support cross-functional planning, and evaluate AI tools, platforms, and automations. Partner with engineers, product managers, subject matter experts, and client-facing teams to improve documentation quality, consistency, and operational efficiency.

Leads Service Management Analysts in delivering client support and meeting response and resolution SLAs. Oversees service queues, workflow allocation, escalations, quality assurance, operational metrics, trend analysis, process improvements, and team development. Partners with Operations, Compliance, Billing, Product, Engineering, and Account Management to resolve issues, improve workflows, reduce client friction, and maintain consistent, compliant service experiences.

Provide operational and client-facing support for fintech clients by processing daily workflows, identifying and implementing process improvements, analyzing operational data and preparing reports, escalating critical issues, and collaborating across teams to resolve client and processing challenges while enhancing service delivery and client satisfaction.