WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
At Apex, 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. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
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. Here are just a few of the many awards we’ve recently received:
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
We are seeking a strategic and detail-oriented Solutions Analyst to play a pivotal role in bridging technical capabilities with business needs, ensuring optimal solution delivery to our clients. The ideal candidate will be adept at analyzing business requirements, customer pain points, and market dynamics to design, recommend, and implement tailored solutions based on Apex Fintech Solutions’ platform and services. This is an opportunity for someone with a mix of technical expertise, consultative prowess, and financial industry acumen to make an impact by empowering our clients to achieve efficiency, scalability, and differentiation in their businesses.
Duties/Responsibilities
Develop a comprehensive understanding of Apex Fintech Solutions’ products, services, and capabilities to align client needs with tailored solutions.
Analyze complex business requirements across varied industries (e.g., technology companies, financial institutions, etc.) and provide recommendations to optimize the integration of Apex solutions.
Collaborate closely with sales teams to position Apex’s offerings uniquely for various buyer personas.
Translate client goals and challenges into actionable plans for Apex’s technical and product teams.
Design scalable solutions that address organizational pain points while factoring in implementation feasibility and long-term impacts.
Actively engage in client meetings as a strategic partner, leading discussions around Apex’s value proposition and aiding technical/scoping assessments.
Evaluate market trends and competitors to identify opportunities to enhance Apex’s solution offerings.
Partner with sales engineering, implementation teams, and customer success resources to create seamless client experiences from onboarding through go-live.
Support end-to-end solution delivery to ensure smooth implementation across various client verticals.
Education and/or Experience
Bachelor's degree in business, technology, finance, or a related field (or equivalent work experience) required
3+ years of prior work experience; experience in business analysis, technical consulting, or related roles in the custody and clearing or fintech industries preferred
Required Skills/Abilities
Strong technical understanding of fintech platforms, trading software, and cloud infrastructure specific to financial institutions.
Experience translating business needs into technical requirements and vice versa.
Exceptional analytical and problem-solving capabilities.
Outstanding communication and presentation skills to articulate ideas across stakeholders, from technical teams to executive-level clients.
Proven ability to manage multiple projects simultaneously, maintaining a strategic focus and attention to detail.
Ability to work cross-functionally across technical and business teams to develop and implement solutions.
Knowledge of emerging fintech trends and a strong desire to stay ahead in the field.
Work Environment
This job operates in a hybrid, office environment 3 days per week.
#customer service #full-time #associate #LI-KD1 #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
$67,320-$84,150The 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 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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