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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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
Apex Fintech Solutions is seeking a driven and detail-oriented Sales and Marketing Operations Intern to join our growing team. This role will focus on supporting the marketing team with key initiatives, including campaign execution, lead generation, marketing automation, and tracking performance metrics. Additionally, you will collaborate with the sales team to assist with CRM management, RFI tools, and sales enablement efforts to ensure alignment between sales and marketing goals.
This internship offers a unique opportunity to gain hands-on experience in marketing operations while also understanding sales processes within the fintech industry. You’ll develop skills in marketing technology, data analysis, and sales alignment strategies while working in a fast-paced, innovative environment. If you are passionate about marketing, have a knack for analytics, and are excited about contributing to a dynamic sales and marketing ecosystem, we’d love to hear from you!
To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program.
Key Responsibilities:
Campaign Support: Collaborate with the marketing team to execute marketing campaigns, including lead generation efforts, email campaigns, and event coordination, while tracking their performance.
Process Optimization: Support the evaluation and refinement of sales and marketing processes to improve efficiency, enhance scalability, and align with company objectives.
Market Research: Conduct competitive analysis and market research to support sales strategies and identify new growth opportunities within the fintech space.
Cross-functional Collaboration: Work closely with sales, marketing, and product teams to align goals, maintain consistent messaging, and ensure smooth communication between departments.
Sales Enablement Support: Assist with the preparation, organization, and management of RFI (Request for Information) responses, ensuring timely and accurate submissions to prospective clients.
Education and Experience:
Currently pursuing or recently completed a degree in Marketing, Business Management, Operations, or a related field.
Senior standing, May 2027 graduate
Self-motivated and organized, with a demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment.
Familiarity with marketing operations tools. (Experience with HubSpot, Loopio, Salesforce and Marketo Measure is a bonus!)
Comfortable working independently and collaboratively in a team-oriented environment.
Detail-oriented with strong problem-solving skills and the ability to address potential challenges.
Prior internships or projects in fintech, sales operations, marketing, or analytics are a bonus but not mandatory.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
General interest in Fintech.
Work Environment:
This internship is hybrid 4 days a week in office environment.
This internship operates on a hybrid schedule in New York City.
Salary:
$25 per hour.
#LI-DNI
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
$0-$50The 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.
Top Skills
What the Team is Saying
What We Do
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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