Business Operations Liaison – Incident Management

PEAK6

Operations Incident & Remediation Specialist at Apex Fintech Solutions ensuring efficient incident management in tech-forward financial services environment. Serving as liaison between operational and IT teams during critical incidents.

Posted 7/14/2026full-timeAustin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational incident management, including triaging issues, conducting root cause analysis, and developing process documentation. Proficient in liaising between business and technology teams to ensure effective communication and resolution of operational disruptions.

Highest-signal resume keywords

Operational Incident ManagementSQLBigQueryPostmortem AnalysisProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Process DocumentationIncident AnalysisRoot Cause AnalysisBusiness Impact AssessmentSOP Development

Soft Skills

CommunicationCollaborationOrganizational SkillsRelationship Building

Tools & Technologies

Microsoft Office SuiteAI Systems

Certifications & Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 63

Industry Keywords

Custodian FirmClearing FirmFinancial ServicesRegulatory RequirementsClient Experience

Tech Stack

Tools & technologies

BigQuerySQL

About the role

Key responsibilities & impact

Serve as the primary Operational Organization representative during technology incidents and operational disruptions
Partner with the Incident Management Problem Manager as the business liaison when operational issues require an operational response
Triage and prioritize operational issues based on client impact, business risk, and regulatory considerations
Provide real-time status updates to business stakeholders and leadership during active incidents
Escalate critical issues to appropriate stakeholders with clear business context and impact analysis
Ensure business priorities and client considerations are represented in the team's incident management processes
Contribute clearing and custody domain expertise (settlements, corporate actions, margin, trade processing, regulatory requirements) to the Incident Management’s team-led postmortem analysis sessions
Participate as a business subject matter expert in cross-functional Postmortem Analysis sessions facilitated by the Incident Management Problem Manager
Provide operational context and business impact assessment to inform root cause identification and corrective action planning
Collaborate with the incident management team to ensure recommended corrective actions address business-side operational concerns
Assist in validating that implemented solutions effectively resolve business operational issues
Partner with the incident management team to ensure Operational Organization teams understand and implement process improvements identified through formal postmortem analysis
Collaborate on plan to engage clients as needed
Document operational processes, known issues, and workarounds specific to clearing and custody business operations
Build knowledge base articles to support Operational Organization teams
Maintain up-to-date process documentation and workflow diagrams for key Customer Organization operational areas
Collaborate with training teams to ensure operational staff are equipped with current processes and best practices
Create operational reference materials that can be leveraged during incident response
Communicate proactively with Account Management, Relationship Management, and Client Services teams when operational issues impact client experience
Coordinate with Operations, Compliance, and other Customer Organization teams during multi-faceted operational incidents
Build strong relationships with Incident management, Technology, Product, and Compliance teams to enable effective collaboration during incidents
Facilitate information flow between technical teams and business stakeholders, ensuring clear communication in both directions
Prepare business-focused incident summaries and impact reports for Customer Organization leadership

Requirements

What you’ll need

5+ years industry experience in operations, business analysis, or related roles within a custodian/clearing firm or financial services organization
Bachelor's degree required; MBA or related advanced degree is a plus
FINRA Series 7 & Series 63 preferred at time of hire (otherwise, candidates required to obtain a Series 7 license within 90 days of initial employment)
Proven experience serving as a liaison between business and technology teams during operational incidents, effectively translating technical issues into business impact and priorities
Strong command of SQL, BigQuery, AI systems, and Microsoft Office suite, with demonstrated ability to quickly learn new technologies for root cause analysis and incident pattern identification
Experience conducting comprehensive incident analysis, creating detailed postmortem reports, and developing operational process documentation including SOPs and knowledge base materials
Strong project management and organizational skills to coordinate incident response efforts, track resolution progress, and maintain systematic documentation of operational procedures

Benefits

Comp & perks

healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits