Full-Time

Fixed Income Agency Trader

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 required.

Bachelor's

Category
Quantitative Finance (1)
Finance & Banking (1)
Required Skills
Series 7
Bloomberg
Market Research
Tradeweb
Version Control
Fixed Income Securities

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Requirements
  • A bachelor's degree in Finance, Economics, or a related field is required.
  • At least 7 years of experience in fixed income trading operations at brokerage or wealth management firms is required, with deep knowledge of Treasuries, corporates, municipals, agencies, mortgage-backed securities, and asset-backed securities.
  • FINRA Series 7 and Series 63 licenses are required.
  • Experience integrating and managing fixed income data feeds, pricing services, and market data is required.
  • Experience mentoring junior staff and leading process improvements is required.
  • Expertise in the fixed income trade lifecycle from execution through settlement, including pricing methodologies, yield calculations, and market microstructure, is required.
  • Strong proficiency with trading platforms, dealer networks, order management systems, execution management systems, user interfaces, workflow tools, and electronic trading protocols is required.
  • Proven commercial acumen in vendor negotiations, pricing structures, and client proposal development is required.
  • The role requires communication, cross-functional collaboration, analytical, problem-solving, and organizational abilities.
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 subject matter expert with Product and Engineering, define user personas and journey maps, and drive product development and go-to-market activities.
  • Own end-to-end connectivity and client onboarding across clients, dealers, and electronic platforms, including MarketAxess, Tradeweb, and Bloomberg, and streamline 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 service-level agreement 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, including Bloomberg, Refinitiv, and ICE; maintain technical specifications and trading protocols with version control; and support regulatory examinations and audits.
  • Ensure compliance with Securities and Exchange Commission, Financial Industry Regulatory Authority, and Municipal Securities Rulemaking Board regulations; collaborate with Sales, Client Onboarding, Compliance, Operations, and Post Trade teams to resolve trade breaks, settlement issues, and client inquiries; and deliver a seamless client experience.
  • Track and report key performance indicators including execution quality, settlement rates, and client satisfaction, and use insights to drive continuous improvement.
Desired Qualifications
  • FINRA Series 52 license is preferred.
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

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 Rippling launch expands Apex into treasury for 30,000-plus business customers.
  • August 2026 Navy Federal partnership reaches 15 million members and deepens retail distribution.
  • June 2026 digital markets push and prediction markets launch open new fee pools.

What critics are saying

  • July 2026 layoffs and workforce realignment signal margin pressure and operating discipline issues.
  • July 2026 NLRA ruling over LinkedIn firing exposes cultural and legal governance risk.
  • Coinbase and State Street concentration raises churn risk if either partner rebuilds infrastructure.

What makes Apex Fintech Solutions unique

  • AscendOS powers clearing, custody, execution, and onboarding for Coinbase, Rippling, and Navy Federal.
  • Apex combines brokerage plumbing with prediction markets and AI tools through one platform.
  • State Street’s September 2025 minority investment validates Apex’s institutional-grade digital custody stack.

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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

Growth & Insights and Company News

Headcount

6 month growth

14%

1 year growth

14%

2 year growth

14%
Associated Press
Aug 19th, 2026
Rippling partners with Apex Fintech to launch treasury management for 30,000+ business customers

Rippling has partnered with Apex Fintech Solutions to launch an integrated treasury product for its 30,000-plus business customers. The collaboration will enable US entity accounts to access Apex's Money Market Fund Sweep programme through Rippling's platform, with plans to expand into additional fixed income instruments. The offering integrates Apex's cloud-native infrastructure, Apex AscendOS, into Rippling's existing system. Key features include real-time account opening, instant cash transfers, and automated cash sweeps into designated funds. Apex will handle regulatory compliance and account approval, typically within one business day. The product allows Rippling customers to manage treasury alongside payroll, benefits, and spend management in a single platform. Apex Clearing will serve as the FINRA-registered broker dealer for the service.

Yahoo Finance
Aug 3rd, 2026
Navy Federal Investment Services taps Apex Fintech to power digital platform for 15M+ members

Navy Federal Investment Services has partnered with Apex Fintech Solutions to launch a digital investor platform for its 15 million members. The platform will use Apex's cloud-native AscendOS infrastructure to provide real-time account opening and automated portfolio management. The service will offer self-directed accounts for investing in stocks and ETFs, with fractional shares starting at $1, and automated, goals-based portfolios. Members can fund accounts directly from their Navy Federal Credit Union accounts. Navy Federal Investment Services is part of Navy Federal Financial Group, a subsidiary of Navy Federal Credit Union. The partnership aims to modernise investing capabilities for the military community and their families whilst ensuring scalability and performance as demand grows.

Associated Press
Jun 1st, 2026
Apex Fintech taps ex-Crypto.com executive to lead digital markets expansion

Apex Fintech Solutions has appointed Travis McGhee as Global Head of Digital Markets. McGhee brings over 20 years of experience in digital assets, derivatives and regulated financial markets. He joins from Crypto.com, where he served as EVP, Global Head of Capital Markets, leading expansion into prediction markets and regulated derivatives. Previously, he was CEO of Nadex, a CFTC-regulated derivatives exchange, and held senior roles at TradeStation and OptionsHouse. McGhee will lead Apex's digital markets strategy and product expansion. Earlier this year, Apex announced the launch of Apex Prediction Markets, a CFTC-regulated event contract trading solution. The appointment underscores Apex's commitment to building next-generation digital markets infrastructure as digital assets converge with traditional markets.

Business Wire
May 12th, 2026
Apex Fintech and Plaid partner to streamline investment account transfers with integrated ACATS solution

Apex Fintech Solutions has partnered with Plaid to streamline account transfers for investment platforms. The collaboration integrates Plaid's secure connectivity and data validation with Apex's ACATS infrastructure to reduce transfer errors and delays. The partnership combines Plaid's financial data connectivity, which eliminates manual entry errors, with Apex's ACATS infrastructure for reliable processing. The solution includes automated account linking, real-time processing updates, simplified infrastructure through a single API endpoint, unified audit trail interface and day-one alignment with new DTCC protocols. The integrated system enables investors to securely connect existing brokerage accounts and automatically validate details before transfer submission. Firms receive immediate status updates rather than waiting for batch processing, whilst maintaining comprehensive operational visibility through a single interface.

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.