We Insure · 16 hours ago
Lead Trader, Fixed Income & Advisory Services
Dallas, TX
Full-time
Hybrid
Senior Level
7+ years expApex Fintech Solutions (AFS) is a leader in digital wealth management, processing millions of transactions daily. The Lead Trader will own the fixed income trading strategy and execution, collaborating across markets, product, and client service to ensure best-in-class execution quality and compliance.
Insurance
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
Qualification
Required
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
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
Benefits
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
Company
We Insure
We Insure is passionate at being the very best independent agency solution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Weinberg
Managing Partner
Company data provided by crunchbase