Principal Solutions Specialist

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
As a Principal Solutions Specialist at Apex Silver, you are a subject matter expert in the investment services and/or specific areas or functions within the industry and responsible for ensuring our operations and products in alignment with industry and regulatory standards. You will be responsible for understanding, documenting, and improving all external operational processes that impact Apex Silver services and/or solutions. You will play a key role in guiding integration initiatives between Apex Silver and Apex Clearing teams as they work to enhance data quality, controls and overall business processing -- particularly as it relates to Tax, Cost Basis and Wealth solutions. The ideal candidate will be excited to solve problems and build organizational relationships while delivering cohesive solutions.
Duties/Responsibilities:

• Provide expertise in specific investment services areas to operations, support, and product team members through training and documentation
• Analyze workflows and processing bottlenecks; identify and lead process improvement initiatives
• Influence stakeholders to support business projects
• Assist with project management for selected projects
• Coordinate with inter-departmental teams to produce better business outcomes
• Test business processes and recommend improvements
• Convert roadmap features into smaller user stories
• Write clear and well structured business requirements/documents
• Identify automation opportunities
• Create reports, dashboards and visualizations to understand business performance
• Communicate and validate requirements with relevant stakeholders
• Develop and maintain reporting or tracking of deliverables
• Perform data discovery, analysis and modeling
• Assist with internal training and release elevation
• Collaborate with product manager on roadmap planning and prioritization

Qualifications:

• Bachelor's degree required, Master's degree preferred
• 10+ years experience as senior business analyst (or equivalent experience)
• Financial Services and brokerage back-office operations experience required
• Desire to dig into problems and collaborate with product owners and developers to solve
• "Roll-up your sleeves and help get the job done" attitude
• Team player & self-starter
• Great analytical, critical thinking and problem solving abilities
• Superior presentation and negotiation skills
• Adaptable and capable of working in fast paced environments

#APEX #product management #mid-senior #full-time #LI-MJ1
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.