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 motivated and analytical Strategic Operations & Business Analyst (Global Services Division) to join our growing team. This role blends financial industry operations expertise with advanced technical skills—ideal for someone who enjoys using tools like SQL, and Excel to dig deep into data, conduct research, and develop internal solutions that drive operational excellence.
We’re looking for someone who thrives on collaborating with peers, building out tools, and designing processes other departments can leverage. The ideal candidate is part operator, part technical builder: they understand workflows and industry regulations, but are equally comfortable rolling up their sleeves to analyze databases, prototype solutions, and automate processes.
Duties/Responsibilities
Analyze current operations to identify inefficiencies, assess risk factors, and develop actionable strategies for process improvement.
Collaborate with subject matter experts across the organization to design and implement strategies that enhance workflows, increase productivity, and ensure compliance with regulatory requirements.
Coordinate cross-departmental projects to ensure milestones and goals are achieved within established timelines and in adherence to regulations.
Develop high-level operational improvement plans, integrating risk management and compliance measures, and support departments in refining processes to align with these changes.
Emphasize strategic planning, metrics generation, operational analysis, and risk management to promote efficiency, scalability, and regulatory adherence.
Education and/or Experience
2+ years of experience in operational analysis, strategy development, or similar roles in financial services, fintech, or broker-dealer firms.
Experience in identifying risks, recommending mitigation measures, and driving process improvements.
FINRA SIE required (or willing to obtain); Series 7 preferred.
Required Skills/Abilities
Ability to communicate and assist in coordinating the implementation of strategic initiatives while addressing risk factors and regulatory requirements.
Strong attention to detail with the ability to manage multiple priorities in a dynamic environment.
Strong skills in strategy development, strategic analysis, and solution-oriented decision-making.
Foundational understanding of risk mitigation and compliance principles.
Basic proficiency in project coordination, with the ability to prioritize and facilitate multi-departmental efforts to achieve operational goals.
Knowledge of operations, workflows, and the regulatory landscape within custody and clearing firms (preferable).
Work Environment
This job operates in a hybrid, office environment 3 days per week in the Austin, TX location.
#strategy #associate #full-time #LI-XX1 #APEX #LI-JC1
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.
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.
What the Team is Saying
Apex Fintech Solutions Compensation & Benefits Highlights
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Healthcare Strength — Core medical, dental, and vision coverage are employer-verified, with HSAs/FSAs and mental-health resources (including a paid Calm app subscription) also offered.
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Leave & Time Off Breadth — Paid time off, nine paid company holidays with several early-release afternoons, and up to 16 hours of paid volunteer time indicate broad time-away benefits. PTO increases from three to four weeks with tenure.
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Wellbeing & Lifestyle Benefits — Wellbeing and learning perks include a paid Calm app subscription plus generous external learning and tuition reimbursement. Commuter benefits, office snacks/drinks, and a hybrid work model further support day-to-day experience.
Apex Fintech Solutions Insights
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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.
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Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
