Job Overview
Location
Manila Remote
Job Type
Full-time
Category
Operations
Date Posted
July 10, 2026
Full Job Description
đź“‹ Description
- • 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.
- • 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.
- • Apex is seeking a highly motivated Operations Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and distributions to tax reporting and regulatory compliance, for our introducing broker-dealers.
- • Key Responsibilities:
- • Process and monitor IRA contributions, Roth conversions, rollovers, Required Minimum Distributions (RMDs), and retirement plan distributions across all retirement product types including Traditional, Roth, SEP, and SIMPLE IRAs, 401(k), 403(b), pension, annuity, and HSA/ESA accounts.
- • Support the preparation, review, and filing of year-end tax forms including Form 1099-R (Distributions) and Form 5498 (IRA Contributions).
- • Manage beneficiary designation updates, excess contribution corrections, recharacterizations, and account restriction monitoring.
- • Handle a wide range of customer inquiries and requests related to retirement accounts through email and phone.
- • Continuously acquire and update knowledge of IRS regulations (Internal Revenue Code), ERISA requirements, and FINRA/SEC guidelines as they apply to retirement account operations.
- • Actively participate in initiatives to improve procedures by reducing risks and enhancing operational efficiencies.
- • Education and Experience:
- • Bachelor's Degree in Finance, Economics, Business Administration, Accounting, or a related field.
- • Proven track record in retirement plan administration, brokerage operations, or financial services operations is essential.
- • Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days.
- • Comfortable working U.S. hours (night shift) in a remote environment.
- • Work Environment:
- • Analytical Skills: Ability to think critically and utilize advanced problem-solving skills to address and resolve issues promptly.
- • Communication: Excellent verbal and written communication skills, capable of explaining complex retirement account rules to clients and engaging effectively with various stakeholders.
- • Independence: Self-motivated with the ability to operate independently while also being a cooperative and constructive team player.
- • Detail-Oriented: Exceptional attention to detail and precision in executing tasks and projects.
- • Adaptability: Quick learner with the ability to adapt to new challenges and regulatory changes within a dynamic environment.
🎯 Requirements
- • Bachelor's Degree in Finance, Economics, Business Administration, Accounting, or a related field.
- • Proven track record in retirement plan administration, brokerage operations, or financial services operations is essential.
- • Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days.
🏖️ 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.
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About PEAK6 Group LLC
PEAK6 Group LLC is a Chicago-based private financial services firm that builds and operates trading, investment management, and technology businesses. Founded in 1997, it runs proprietary options market-making, hedge fund strategies, fintech platforms, and venture investments. The company owns exchanges, brokerages, and digital asset ventures, applying quantitative research and advanced technology to risk management and capital allocation. PEAK6 serves institutional and retail clients across equities, derivatives, and crypto markets while incubating new financial products and services.
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