Strategy & Operations Associate

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

We seek a Strategy & Operations Associate who will manage complex scheduling across multiple organizational and senior leaders’ calendars, coordinate travel logistics and expenses, support events, conduct research and reporting, and help the technology organization prioritize time. In parallel, you’ll partner cross-functionally to execute strategic initiatives, track milestones against corporate goals, and perform quantitative and qualitative analyses spanning market, competitive, and internal performance data. You will design and refine scalable processes, build and maintain operational dashboards and KPIs, surface and solve bottlenecks with operational leads, and serve as a liaison to ensure alignment, clear communications, and executive-ready presentations. You’ll oversee data collection and integrity and translate insights into actionable recommendations for both tactical improvements and strategic direction. 

Duties/Responsibilities

• Manage and schedule appointments, including calendar management for multiple senior technology leaders ensuring efficient scheduling and organization of meetings, forums, and events. 

• Schedule and coordinate all aspects of travel, including flights, accommodations, and itineraries, ensuring seamless travel experiences. 

• Handle the processing and management of expense reports with attention to accuracy and timeliness. 

• Assist in the planning and execution of corporate and departmental events, providing support in logistical arrangements, content gathering, and execution. 

• Assist the executives in establishing priorities, managing time effectively to ensure focus on critical tasks. 

• Collaborate with cross-functional teams to execute strategic initiatives and special projects assigned by senior management.  

• Track and report on the progress of strategic initiatives against corporate goals and milestones.  

• Conduct quantitative and qualitative analysis to support business strategy development including market analysis, competitive landscape, and internal performance metrics.  

• Help design, refine, and oversee the processes that support the business operations, optimizing  for effectiveness and scale.  

• Partner with operational leads to identify bottlenecks, propose improvements, and implementing scalable solutions.  

• Develop and maintain operational dashboards to monitor key performance indicators and operational metrics.  

• Act as a liaison between Strategy & Operations and other departments to ensure alignment on objectives and target outcomes.  

• Prepare and present insightful and detailed reports and presentations for senior stakeholders and team meetings.  

• Drive ongoing communications related to strategic initiatives, fostering a collaborative team environment across the company.  

• Manage data collection, analysis, and integrity operations, utilizing data tools to extract insights.  

• Translate data insights into actionable recommendations for both tactical and strategic adjustments.  

Education and/or Experience

• Bachelor’s degree (or equivalent work experience) required

• 2+ years of experience in a strategy or operations role within a corporate setting.  

• Proven track record of managing projects from inception to execution with measurable outcomes.  

• Experience with process improvement methodologies such as Lean, Six Sigma, or TQM.  

Required Skills/Abilities

• Excellent communication skills, capable of clearly articulating complex ideas for diverse audiences including technical and non-technical stakeholders.  

• Highly adaptable and capable of managing multiple priorities in a fast-paced environment.  

• Detail-oriented with a focus on quality and accuracy in all outputs.  

• Strong interpersonal skills, with an ability to build relationships and work collaboratively across various organizational levels  

• Strong analytical and problem-solving skills, with a proven ability to use data to inform strategic decisions.  

• Advanced skills in Excel and other analytical software (Tableau, SQL, etc.).  

• Basic knowledge of financial modeling techniques and cost/benefit analysis.  

Work Experience

• This job operates in a hybrid, office environment 3 days per week.

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​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

The 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.