Full-Time

Fixed Income Agency Trader

Posted on 6/6/2026

Apex Fintech Solutions

Apex Fintech Solutions

1,001-5,000 employees

Provides digital investing infrastructure and custody

No salary listed

Dallas, TX, USA

Hybrid

Three days on-site per week are required.

Category
Finance & Banking (1)
Required Skills
Bloomberg
Tradeweb
Fixed Income Securities
Requirements
  • Bachelor’s degree in Finance, Economics, or related field
  • 7+ years in fixed income trading operations at brokerage or wealth management firms with deep knowledge of Treasuries, corporates, municipals, agencies, MBS, and ABS
  • FINRA Series 7 and 63 licenses required; Series 52 preferred
  • Experience integrating and managing fixed income data feeds, pricing services, and market data
  • Experience with mentoring junior staff and leading process improvements, with adaptability to changing market and regulatory conditions
Responsibilities
  • Develop and execute Apex’s fixed income strategy based on market research and intelligence, monitor trends and regulatory changes, and recommend roadmap priorities, market expansion, and client segmentation
  • Design and implement scalable fixed income trading workflows, serve as the business SME with Product and Engineering, define user personas and journey maps, and drive product development and go to market
  • Own end to end connectivity and client onboarding across clients, dealers, and electronic platforms (MarketAxess, Tradeweb, Bloomberg), and streamlining setup and trading
  • Lead user acceptance testing and product validation, develop comprehensive test plans for new instruments and capabilities, and monitor system performance, connectivity health, and SLA compliance
  • Negotiate commercial terms and pricing with vendors and execution partners, structure commission schedules, markup models, and connectivity fees, and manage relationships with dealers and venues to optimize execution quality and cost
  • Oversee integrations with data vendors, pricing services, and regulatory reporting systems (Bloomberg, Refinitiv, ICE), maintain technical specifications and trading protocols with version control, and support regulatory examinations and audits
  • Ensure compliance with SEC, FINRA, and MSRB regulations, collaborate with Sales, Client Onboarding, Compliance, Operations, and Post Trade teams to resolve trade breaks, settlement issues, and client inquiries, and deliver seamless client experience
  • Track and report KPIs including execution quality, settlement rates, and client satisfaction, and use insights to drive continuous improvement
Apex Fintech Solutions

Apex Fintech Solutions

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Apex Fintech Solutions provides cloud-based infrastructure and tools for digital investing, helping clients launch, scale, and support platforms for tens of millions of end investors. Its ecosystem includes trading, wealth management, cost basis, tax reporting, and custody/clearing through Apex Clearing, all delivered via integrated cloud products and APIs. By combining end-to-end platform capabilities with custody and clearing in one ecosystem, it serves hundreds of clients rather than a single product line. Its goal is to help clients bring digital investing to a large base of investors with scalable, regulatory-compliant infrastructure.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • Apex Prediction Markets targets regulated event contracts across sports, politics, weather, and macro.
  • Plaid integration should reduce ACATS transfer errors and speed brokerage account onboarding.
  • Coinbase’s equities and ETF trading use case expands Apex’s addressable crypto-native platform market.

What critics are saying

  • CFTC scrutiny can delay or constrain Apex Prediction Markets growth quickly.
  • Large clients like Coinbase or State Street can insource infrastructure and cut Apex revenue.
  • AI-generated workflows create operational and compliance failures if Apex outputs incorrect recommendations.

What makes Apex Fintech Solutions unique

  • Apex hired Travis McGhee, a veteran of Crypto.com prediction markets and derivatives.
  • Apex combines cloud-native custody, clearing, and brokerage infrastructure in one AscendOS stack.
  • State Street’s September 3, 2025 minority investment validates Apex’s institutional wealth platform.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Parental Leave

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Hybrid Work Options

Professional Development Budget

Conference Attendance Budget

Company News

Business Wire
Mar 4th, 2026
Apex Fintech and Wavvest partner to bring AI-powered financial planning to advisors

Apex Fintech Solutions has partnered with Wavvest to deliver AI-powered financial planning capabilities to its clients. The collaboration integrates Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite. Wavvest's multi-use AI assistant pulls client data directly from Apex AscendOS APIs to generate comprehensive financial plans, tax analyses and recommendations in minutes, automating tasks that typically require hours of manual work. The solution handles tax planning, estate analysis, portfolio transitions and complex scenarios including equity compensation and direct indexing. Founded in 2024, Chicago-based Wavvest provides an AI-native operating system for independent wealth managers. Future capabilities will enable advisors to approve AI-generated recommendations that automatically execute through Apex's APIs. The partnership aims to free advisors to focus on client relationships whilst enhancing service capabilities.

The Associated Press
Feb 24th, 2026
Coinbase partners with Apex Fintech to add stock trading to crypto platform

Apex Fintech Solutions is powering the stock trading infrastructure for Coinbase's "Everything Exchange" platform, enabling users to trade equities and ETFs alongside cryptocurrency holdings. The collaboration allows Coinbase users to leverage their entire account value, including crypto assets, to purchase securities in real-time without traditional transfer waiting periods. Through Apex's cloud-native AscendOS platform, Coinbase now offers comprehensive securities trading services including clearing, custody and execution. The integration provides access to US equity markets with digital account opening capabilities that allow users to begin trading within seconds. Apex currently supports over $235 billion in assets across more than 200 fintech companies. The partnership demonstrates how cryptocurrency platforms can expand into traditional securities whilst maintaining the seamless experience crypto users expect.

Yahoo Finance
Feb 3rd, 2026
Apex Fintech launches vendor-agnostic prediction markets platform for 24/7 event contract trading

Apex Fintech Solutions has announced the upcoming launch of Apex Prediction Markets, a turnkey solution enabling firms to offer CFTC-regulated event contract trading without building Futures Commission Merchant infrastructure. The vendor-agnostic platform will provide access to multiple prediction market exchanges through Apex's AscendOS system. The solution allows investors to trade on real-world outcomes including sports, political events, weather patterns and economic indicators through dedicated accounts separate from traditional investments. A recent study found over 75% of US proprietary trading firms are either actively trading on prediction markets or evaluating them. The platform consolidates trading, clearing and custody whilst providing turnkey API integration, eliminating months of development time. CEO Bill Capuzzi said the addition of prediction markets and alternative assets is a key focus for driving client growth this year.

Business Wire
Jan 27th, 2026
Apex Fintech launches AI Suite with Agentic Development Kit for rapid wealth platform prototyping

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first Agentic Development Kits in the clearing and custody industry. The toolkit enables developers and non-technical users to build wealth platform prototypes in days rather than weeks using natural language commands. The ADK integrates with Apex's AscendOS platform, allowing users to generate production-ready code in multiple programming languages through simple commands like "implement account opening". Business leaders can create proof-of-concepts without engineering teams, whilst developers benefit from AI-generated code that follows API documentation. The suite includes Ask Ascend, an AI assistant launched in 2025, providing 24/7 support for technical and operational teams. Built on Google Cloud's Vertex AI, the platform will expand to additional use cases throughout 2026, transforming how stakeholders evaluate and build financial services products.

Yahoo Finance
Sep 3rd, 2025
State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

BOSTON, September 03, 2025--State Street Corporation (NYSE: STT) and Apex Fintech Solutions announced today a strategic partnership that includes a minority investment by State Street into Apex Fintech Solutions. State Street will leverage Apex’s digital custody and clearing platform to expand State Street’s wealth services offerings to the global wealth management industry.