Advisory Sales Operations Analyst

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

The Advisory Sales Operations Analyst is a role designed to provide organization, process improvement and support to the Advisory Sales team at Apex Fintech Solutions. This person is detail oriented, has a roll-up-their-sleeves mentality, and can execute on tactical work to drive the success of our programs. Reporting to our sales leadership team, the Sales Operations Analyst will work closely with sales, client experience, and marketing teams to support acceleration of advisory NNA to Apex.   

Duties/Responsibilities

• Responsible for thorough sales meeting note taking, documentation of next steps and key blockers keeping Apex from advancing opportunities.

• Collaborate with sales directors on creating meeting strategy preparation documents, setting internal preparation discussions, and updating sales materials (profitability analysis, presentations, prospect profiles) with information pertaining to the unique prospects we are collaborating with.

• Coordinate with Sales Directors on effective follow up strategy tailored to the advisory firm Apex is engaged with prospecting.  

• Collaborate with Sales Directors to understand their sales processes and needs and discusses opportunities to provide support to accelerate efforts to capture net new assets.  

• Develop process and plans to execute on sales operations including maintenance and improvement of an advisory sales dashboard, communicating updates on key opportunities, and collaborating with revenue operations and marketing on potential enhancements in CRM system and other systems to improve processes.  

• Project manage relationship building  between leadership at Apex and leadership of key enterprise advisory firms.

• Execute tactical tasks and activities to support the implementation of business development programs and initiatives.

• Coordinate with cross-functional teams to ensure seamless delivery of solutions to clients.

Education and/or Experience

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.

• 2+ years of experience in sales operations, business analysis, or a related role, preferably in the advisory industry. 

• FINRA Series 7 preferred

• Experience in supporting sales operations within a complex environment preferred

Required Skills/Abilities

• Ability to collaborate across various departments and functions

• Strong networking and relationship-building skills

• Excellent communication and presentation skills

• Strong organizational and project management skills

• Proficiency in CRM software (ideally Salesforce) and Microsoft Office 365.

Work Environment

• This role operates in an office environment.

• Willingness to travel as needed (up to 25%)

#sales #associate #full-time #LI-JC1 #APEX

​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.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

$59,200-$74,000

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.