Apex Fintech Solutions Logo

Apex Fintech Solutions

Fixed Income Agency Trader

Reposted 3 Hours Ago
Be an Early Applicant
Hybrid
Dallas, TX
Senior level
Hybrid
Dallas, TX
Senior level
The Lead Trader will develop fixed income trading strategies, collaborate on product development, oversee compliance, and manage relationships with dealers and vendors.
The summary above was generated by AI

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

The Fixed Income Agency Trader will own Apex’s fixed income trading strategy and execution across Treasuries, corporates, municipals, agencies, MBS, and ABS. This role sits at the intersection of markets, product, engineering, and client service—designing scalable workflows, driving platform development, and ensuring best‑in‑class execution quality, compliance, and client outcomes.

Duties/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

 

Required Qualifications:

  • 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

Required Skills/Abilities

  • Expertise of the fixed income trade lifecycle from execution through settlement, including pricing methodologies, yield calculations, and market microstructure

  • Strong proficiency with trading platforms, dealer networks, OMS/EMS, user interfaces and workflow tools, and electronic trading protocols

  • Proven commercial acumen in vendor negotiations, pricing structures, and client proposal development.

  • Exceptional communication and cross‑functional collaboration skills, with strong analytical, problem‑solving, and organizational abilities

Work Environment

  • This job operates in a hybrid, office environment 3 days per week.

#execution services #mid-senior #full-time #LI-SD1 #APEX

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Top Skills

Bloomberg
Ice
Marketaxess
Refinitiv
Tradeweb

Apex Fintech Solutions Chicago, Illinois, USA Office

141 W Jackson Blvd, Chicago, IL, United States, 60604

Similar Jobs at Apex Fintech Solutions

3 Hours Ago
Hybrid
Internship
Internship
Fintech • Software • Financial Services
The Associate Product Analyst will join the Apex Leadership & Development Program, collaborating with product managers, conducting analysis, and supporting product development efforts while receiving foundational training in the financial services industry.
Top Skills: AgileData Visualization ToolsJIRAExcelMicrosoft PowerpointTrello
3 Hours Ago
Hybrid
Expert/Leader
Expert/Leader
Fintech • Software • Financial Services
The Staff Solutions Architect at Apex Fintech Solutions will lead the design and integration of enterprise architectures, ensuring seamless integration across various technology platforms while driving architecture standards and mentoring team members.
Top Skills: AWSConfluenceGoogle Cloud PlatformIaasJIRAOffice 365PaasSaaS
3 Hours Ago
Hybrid
Mid level
Mid level
Fintech • Software • Financial Services
The Service Management Analyst will oversee service operations, manage staff, ensure compliance, resolve customer issues, and enhance client relationships within the financial services industry.
Top Skills: Microsoft 365

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account