Senior Client Delivery Analyst

PEAK6

Senior Client Delivery Analyst overseeing fintech client onboarding processes at Apex Fintech Solutions. Leading the onboarding process ensuring compliance and exceptional client experiences.

Posted 7/14/2026full-timeNew York City • New York, Texas • 🇺🇸 United StatesSenior💰 $90,640 - $113,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding processes within financial services, leveraging strong project management skills and deep knowledge of fintech firms' expectations. Capable of building relationships with stakeholders and ensuring seamless transitions with technology vendors.

Highest-signal resume keywords

Client OnboardingProject ManagementFintech KnowledgeRelationship ManagementFINRA SIE and Series 99 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingProject ManagementOnboarding Process CoordinationTechnical Setup ManagementDashboard Development

Soft Skills

CommunicationProblem SolvingRelationship Building

Tools & Technologies

OrionAdvyzonDocupaceAdvisorArch

Certifications & Qualifications

FINRA SIE LicenseSeries 99 License

Industry Keywords

Financial ServicesBroker-DealerFintechCustodiansStakeholder Engagement

About the role

Key responsibilities & impact

Lead the onboarding process for fintech firms, educating and answering their questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
Establish and maintain strong relationships with clients, sales, relationship management, service and the internal onboarding teams so that all stakeholders are aware where new clients are in their onboarding journey.
Guide and support clients through the onboarding process utilizing knowledge of firms’ expectations for onboarding with new custodians creating trust and confidence with Apex.
Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch, etc) on shared onboarding processes eliminating risk and delays for firms as they onboard.
Coordinate with the Apex onboarding team, and platform partners’ teams, to ensure technical setup is flawless.
Develop and maintain an "at-a-glance" dashboard to provide the Onboarding leadership teams with up-to-date information on the onboarding journey of every client.

Requirements

What you’ll need

Bachelor’s degree in business administration, finance, or a related field (or equivalent work experience)
5+ years of experience in client onboarding in a financial services or broker-dealer environments
Deep knowledge of fintech firms' onboarding expectations with new custodians and a proven track record of successful firm transitions
Experience managing complex projects involving multiple technology vendors
FINRA SIE and Series 99 License(s) required (or willingness to obtain)

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