Marketing Project Manager

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, and Belfast. 

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

Apex is seeking a highly skilled and experienced Marketing Project Manager to join our marketing team.  The Project Manager will lead and drive execution of highly strategic marketing projects across the organization. The ideal candidate will be skilled in various project management methodologies to ensure timely and successful delivery of marketing deliverables. 

Duties/Responsibilities

• Execute and optimize stand project management processes to ensure timely and effective delivery of marketing requests across multiple business lines.  

• Facilitate alignment among cross-functional teams, ensure clear communication of project goals, timelines and expectation to all stakeholders.  

• Create marketing funnel analytics to illustrate capacity planning and progression and of marketing projects.  

• Oversee Vendor management, collaborating with external agencies to align strategies with organization objective while managing budget development and resource allocation. 

• Continuously monitor project performance, identify challenges, risks and implement solutions to keep initiatives on track and aligned with company goals.  

• Manage multiple strategic projects in parallel, demonstrating the ability to thrive in a face-paced environment.  

• Lead project status meetings and clearly communicate updates to stakeholders and executives, ensuring transparency and alignment on progress, risks and next steps across the organization. 

• Foster a culture of accountability and proactive problem solving within the team, driving results that support overall marketing objectives.  

Education and/or Experience

• Bachelor's degree in business, marketing or related field (or equivalent work experience).

• 3+ years of project management experience with a proven track record of driving results. 

• Experience working with cross-functional teams

• Certifications in Lean Six Sigma (Green or Black Belt), Agile methodologies (e.g. PMI-ACP), and project management (e.g. PMP) preferred.

Required Skills/Abilities

• Proficiency in project management tools such as Monday.com, Asana and Jira.  

• Ability to develop Excel-based project management workbooks for tracking process, managing resources and analyzing project data effectively.

• Ability to work under tight deadlines and handle stressful situations with professionalism.

• Excellent written and verbal communication skills.

• Strong organizational skills with an ability to multitask and manage time effectively.

• Creative problem-solving skills and attention to detail.

Work Environment

• This job operates in a hybrid, office environment.

#marketing #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.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.