Manager, RIA Operations
Apex Fintech Services LLC · Slaton, TX
Job description(tap to read)
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 bythe 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 Manager, RIA Operations & Client Service will establish and lead a newly formed team responsible for delivering customer service and operational support for Apex's in-house Registered Investment Adviser (RIA) business. This leader will recruit, develop, and retain a high-performing team while defining scalable service models, workflows, controls, and performance standards. The role will support Apex's continued expansion beyond its industry-leading technology and clearing capabilities into B2B RIA services, enabling the firm to deliver RIA and sub-advisory solutions to additional clients. By partnering closely with Compliance, Product, and other business stakeholders, this position will create a digitally enabled, compliant, and seamless operating model that supports exceptional client outcomes and sustainable growth. POSITION SUMMARY Team Leadership, Hiring, and Development (30%) Build and lead a customer service and operations team supporting the launch and ongoing growth of Apex's in-house RIA business. Develop hiring plans, interview and select qualified talent, and establish onboarding and training programs for new team members. Set clear expectations, performance objectives, service standards, and development plans for direct reports. Foster a collaborative, accountable, and client-focused culture that is equipped to operate effectively in a dynamic growth environment. RIA Operations and Process Design (30%) Define, document, implement, and continuously improve operational processes and workflows supporting RIA and sub-advisory services. Establish scalable procedures for client onboarding, account servicing, issue resolution, operational requests, and escalation management. Develop service-level agreements, key performance indicators, quality controls, and reporting to measure team performance and client experience. Identify operational risks, bottlenecks, and opportunities for process simplification as the RIA business evolves. Regulatory Compliance and Risk Management (20%) Partner with Compliance, Legal, Risk, and other control functions to ensure operational processes align with applicable RIA, securities, and client-service regulatory requirements. Implement controls, documentation standards, supervisory procedures, and monitoring practices that support regulatory readiness. Escalate operational, client, and compliance concerns promptly and collaborate with stakeholders to drive appropriate resolution. Support internal audits, regulatory examinations, compliance reviews, and remediation activities as needed. Product Partnership and Digital Enablement (20%) Collaborate with Product, Technology, and Operations stakeholders to design digital, efficient, and seamless client and internal service experiences. Translate operational requirements, client feedback, and regulatory needs into product enhancements, automation opportunities, and workflow improvements. Participate in testing, implementation, and change-management activities for new systems, tools, and capabilities. Champion the adoption of technology and automation that improves accuracy, turnaround time, scalability, and the overall customer experience. EDUCATION Bachelor's degree in Business, Finance, Operations, Management, or a related field; equivalent relevant experience may be considered in lieu of a degree. FINRA securities licenses and/or investment adviser-related credentials are preferred or must be obtained, as required by the business and regulatory obligations. Series 7 & Series 66 or Series 65 required. Additional coursework or certification in financial services operations, project management, compliance, or process improvement is preferred. WORK EXPERIENCE Five or more years of progressive experience in financial services operations, client service, wealth management, broker-dealer operations, investment advisory services, or a related environment. Two or more years of direct people-management experience, including hiring, coaching, performance management, and team development. Experience building, scaling, or transforming operational teams, processes, and service models in a fast-paced or growth-stage environment. Experience supporting Registered Investment Adviser, broker-dealer, custody, clearing, wealth management, or fintech operations is strongly preferred. Demonstrated experience partnering with Compliance, Legal, Product, Technology, and Risk teams to implement compliant operational processes. KNOWLEDGE, SKILLS, AND ABILITIES Strong knowledge of client service and operational practices within regulated financial services environments. Ability to design scalable workflows, operating procedures, service standards, controls, and performance metrics. Demonstrated leadership ability with a track record of building engaged, high-performing, and accountable teams. Strong judgment and problem-solving skills, including the ability to identify risks, prioritize competing demands, and manage escalations effectively. Excellent written, verbal, and cross-functional communication skills, with the ability to translate operational needs into actionable product and technology requirements. 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. REWARDS • 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 • 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. At Apex, we stand for efficiency and transparency. In every office, you'll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients' toughest challenges. We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back. We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm. #J-18808-Ljbffr
Call Center Rep Work From Home
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Magnum is hiring CDL-A OTR Solo Company Drivers!! Magnum's top drivers have made over $100,000+ in 2025. ** NO LOCAL ROUTES Sign-On Bonus? Yeah, we've got that, but BETTER! Why settle for a one-time sign-on bonus? Attend orientation and start earning an additional 3 per mile for your first 12 months right away! It gets better.... start within 10 days of us receiving your full application and add an extra 1 per mile! The best part of this? The more miles you drive, the more money you earn, because a bonus should pay you all year long! This is just the beginning. Ask about our additional pay program escalators and see how much more you can earn. Apply today and start earning more from your very first mile! Magnum's CDL-A OTR Pay:Our top drivers made over $100,000 in 2025OTR drivers average $75,000 - $100,000+Average miles 2500-3000 weekly!!Passengers & pets allowed!!100% No-touch freightWeekly guaranteed payEarn UP to $4,000 for new OTR Driver referral package!$500 after completed orientation!!Orientation pay $180/day & $500 once completedFlexible home timePaid for all dispatched miles (Loaded and Empty) Truck & Trailer Details:Newer Peterbilt 579s and Freightliner Cascadia tractorsInverters/APUBluetooth FunctionalityFridge IncludedDouble BunksReefer TrailersOn-Site MaintenanceMagnum hauls/delivers a variety of freight for our customers and partner carriers. Some examples may include paper products, household chemicals, alcohol, tobacco, and any type of food grade items. Magnum's OTR CDL-A Driver Benefits:401(k) with Company MatchFlexible home timeBlue Cross Blue Shield Medical Insurance (FREE Option available)Great Dental, Vision, and short/long-term disability plansMonthly Performance BonusesPaid for all dispatched miles (Loaded and Empty)Layover, Detention, and Breakdown PayExtra Pickup and Drop Pay Magnum's CDL-A Driver Requirements:6 months of CDL-A ExperienceNo more than 3 moving violations in the last 4 yearsNo preventable DOT accidents in the last 12 monthsNo serious violations in the last 12 monthsMust meet all DOT/FMCSA requirements About Magnum LtdMagnum strives every day to be one of the best transportation providers in the business. We are large enough to have all capabilities available to the industry. Yet we are small enough for management to have relationships with our customers and drivers. We are a transportation leader serving our customers, employees and suppliers, devoted to a commitment to safety and our values. Safety is our main priority. We are back-to-back NDMCA Safest Fleet Award recipients. We are Veteran Owned & Operated! Magnum is an equal opportunity employer and drug-free workplace. We participate in E-Verify.Magnum Companies is an equal employment opportunity employer. As such, Magnum Companies offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, or any other status protected by law. These opportunities include all terms, conditions and privileges of employment, including but not limited to recruitment, selection, hiring, job placement, training, compensation, discipline, discharge, advancement and termination. Magnum Companies does not give hiring preference to applicants based on the previously listed characteristics.
Remote Customer Service/Advisor
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Customs and Border Protection Officer (CBPO) With more than 69,000 employees, U.S. Customs and Border Protection (CBP) is one of the world's largest law enforcement organizations and the largest federal law enforcement agency within the Department of Homeland Security. Discover a challenging and rewarding career with the sole organization responsible for securing the nation's borders from terrorism, human/drug smuggling, illegal migration, agricultural pests, and enforcing legitimate travel and trade. CBP employees demonstrate the highest level of commitment to exemplify the core values of Vigilance, Service to Country and Integrity. As a Customs and Border Protection Officer (CBPO) within CBP, you will be a valuable member of the Federal Law Enforcement Officer (LEO) profession. CBP is urgently hiring to fill full-time, entry and mid-level, career positions where your education OR prior general or experience in public safety, security, military police or law enforcement may qualify. Along with excellent base pay, exceptional federal employment benefits, and job stability, CBP is offering additional recruitment and retention incentives (see details below) . Duties Typical assignments include: Enforcing customs, immigration, and agriculture law and regulations; Enforcing the flow of legitimate trade and travel; Conducting inspections of individuals and conveyances; Determining the admissibility of individuals for entry into the United States; and Preventing the illegal entry of individuals and prohibited goods and the smuggling of illegal drugs and other contraband Salary and Benefits Selections from this announcement will be at the GS-5, GS-7, or GS-9 grade levels with promotion potential to the GS-11 and GS-12 grade levels. Annual base salary for newly appointed CBPOs varies per grade, from $41,863 - $127,464 per year. A fully trained CBP Officer is eligible for up to $45,000 in overtime pay in addition to the starting salary. CBPOs are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering. Recruitment Incentive Newly appointed Customs and Border Protection Officers who select a prioritized location at the time of their final offer will be offered up to a $15,000 incentive per year with a three-year service contract . Prioritized locations include: Arizona: Douglas, Lukeville, Nogales, San Luis; California: Calexico; Hawaii: Honolulu; Maine: Eastport; Montana: Raymond, Roosville; New Mexico: Columbus; New York: Alexandria Bay, Champlain, Massena, Trout River; North Dakota: Dunseith, Portal; Texas: Eagle Pass; Washington: Blaine Recruitment Incentive Newly appointed Customs and Border Protection Officers who select a prioritized location at the time of their final offer will be offered up to a $15,000 incentive per year with a four-year service contract . Prioritized locations include: California: Otay Mesa, San Francisco, San Ysidro, Tecate; Florida: Key West; Maine: Calais, Houlton, Jackman, Madawaska, Van Buren, Vanceboro; Minnesota: Grand Portage, International Falls; Montana: Sweetgrass; North Dakota: Pembina; Texas: Presidio; Vermont: Beecher Falls, Derby Line, Highgate Springs, Norton, Richford; Washington: Oroville Duty Locations Arizona: Douglas, Lukeville, Nogales, San Luis California: Andrade, Calexico, Otay Mesa, San Francisco, San Ysidro, Tecate Hawaii: Honolulu Maine: Calais, Eastport, Houlton, Jackman, Madawaska, Van Buren, Vanceboro Minnesota: Grand Portage, International Falls Montana: Raymond, Roosville, Sweetgrass, Wild Horse New Mexico: Columbus New York: Alexandria Bay, Champlain, Massena North Dakota: Dunseith, Maida, Pembina, Portal Texas: Eagle Pass, Presidio Vermont: Beecher Falls, Derby Line, Highgate Springs, Norton, Richford Washington: Blaine, Oroville NOTE: The above preference locations are expected to have vacancies available in the future, however, if the duty locations do not have vacancies at the time of your final offer, you may be offered a different duty location within the United States. Locations offered at the time of your final offer are based on operational and mission requirements as determined by the CBP Office of Field Operations. Qualifications GS-5: You qualify for the GS-5 grade level if you possess one of the following: Experience: A minimum of 3 years of general experience, 1 year of which was equivalent to at least GS-4, performing duties that required the ability to meet and deal with people and the ability to learn and be able to apply a body of facts; OR Education Substitution: A conferred bachelor's degree or successful completion of a full 4-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR Combination of Experience and Education: A combination of general experience AND successfully completed college education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. GS-7: You qualify for the GS-7 grade level if you possess one of the following: Experience: A minimum of 1 year of specialized experience equivalent to at least the next lower grade level, that includes: Performing physical inspections of persons, documents or goods for criminal activity, fraud, and/or illegal operations. Utilizing observational techniques, evaluating facts, and reviewing documentation while applying Federal, State, or local laws and regulations. Making determinations in compliance with laws and regulations that may lead to arrests, seizure of property, fines, and/or penalties based on findings. The above experience will be applied in connection with the CBPO Individual Occupational Requirement: Performing inspections work at borders, seaports, airports or other ports of entry and/or work involving preliminary screening of persons for entry and immigration status; or compliance/regulatory work. Education Substitution: A conferred bachelor's degree with superior academic achievement (SAA), which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership. Submitted transcripts must show the applicant does not have more than 10% pass/fail courses in order to qualify for SAA with GPA. OR One full year of graduate level education from an accredited college or university; OR Combination of Experience and Education: A combination of specialized experience equivalent to at least the next lower grade level AND successfully completed graduate level education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. GS-9: You could qualify for the GS-9 grade level in one of the following ways: experience, education, or a combination of both. Experience: A minimum of 1 year of specialized experience equivalent to at least the next lower grade level that includes: Detaining suspected violators of Federal, State, or local laws and/or arresting violators using proper law enforcement methods. Enforcing the laws and regulations relating to importing, exporting, and/or international shipping to and from the United States. Utilizing intelligence techniques and behavior analysis to identify potential threats and perform risk assessments for violations of laws and threats to national security. Conducting interviews in a law enforcement capacity for the purposes of gaining information from suspected violators of laws to determine the appropriate course of action. Education Substitution: A conferred master's (or higher) degree, or two or more years of progressively higher-level graduate education leading to such a degree, or an LL.B. or J.D. from an accredited college or university; OR Combination of Experience and Education: A combination of specialized experience AND successfully completed graduate level education beyond the first 18 semester hours. This will be calculated using your resume and official or unofficial transcripts submitted with your application. Knowledge, Skills, Abilities and Characteristics (KSAOs): Candidates who meet the minimum qualification requirements for the GS-9 grade level are required to possess certain KSAOs to successfully perform the functions of this position. The KSAOs are: Knowledge of CBP laws, regulations, and precedents, as well as CBP Officer processes, techniques, activities and law enforcement procedures to enforce and administer laws related to the arrival and departure of persons, conveyances and merchandise Knowledge of proper law enforcement methods including, interrogating, searching, seizing, arresting, and self-defense for use in apprehension of terrorists, aliens or others suspected of illegal activity Ability to make rapid, accurate judgments and decisions with respect to the applications of the regulations, instructions, and procedures for importing, exporting or enforcing the administration of laws relating to the rights of persons to enter, reside in or depart from the United States Ability to control imports and exports to detect and prevent smuggling and fraud Ability to perform primary inspection by questioning and observing individuals Other Requirements Citizenship : You must be a U.S. Citizen to apply for this position. Residency : You must have had primary U.S. residency (includes protectorates as declared under international law) for at least three of the last five years. Age Restriction : In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C. 8336(c) or Title 5 U.S.C. 8412(d). Veterans' Preference : You may also be eligible for an excepted service Veterans Recruitment Appointment (VRA). The age restriction does not apply if you are Veterans' Preference eligible. Formal Training : After you are hired, you will be detailed to the Federal Law Enforcement Training Center in Glynco, GA, for 103-days of intensive instruction in basic law enforcement skills, immigration laws, etc. Successful completion of the academy is required for this position. Candidates assigned to certain duty locations may be required to pass a Spanish training program. How to Apply: Click the Apply button on this site. You will be linked to the CBP Talent Network registration page. For Position of Interest, select Customs and Border Protection Officer, then complete the pre-screening questions. You'll then receive a link(s) to the BPA Job Opportunity Announcement (JOA) on USAJOBS, the federal government's official employment site, to complete your application. Be certain to review ALL details within the JOA and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit. You will be evaluated based on your resume and supporting documents. Applicants selected at the GS-5 or GS-7 grade levels must also complete and pass the CBP Officer Entrance Exam. Exam. Note: This is a Direct Hire Authority announcement. All applicants who meet the minimum qualification requirements will be reviewed. Veterans' Preference and traditional rating and ranking of applicants do not apply to this vacancy. Veterans and Military Spouses will be considered along with all other candidates. As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.