Full-Time

Sales Director

Apex Fintech Solutions

Apex Fintech Solutions

1,001-5,000 employees

Provides digital investing infrastructure and custody

Compensation Overview

$154.9k - $193.6k/yr

Austin, TX, USA + 1 more

More locations: New York, NY, USA

Hybrid

Hybrid schedule with 50%+ travel; in-office presence required for client meetings and collaboration.

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
Requirements
  • Bachelor's degree in related field preferred.
  • 8+ years transferable work experience, preferably in cloud sales, financial technologies, or custody and clearing.
  • Demonstrated success in achieving and exceeding sales targets.
  • Strong understanding of cloud computing concepts, SaaS models, and cloud-based infrastructure specific to the securities industry.
  • Exceptional communication, negotiation, and presentation skills.
  • Ability to build and maintain strong relationships with clients and internal stakeholders.
  • Strategic thinker with a solution-oriented mindset.
  • Self-motivated, proactive, and able to work independently or as part of a team.
  • Willingness to travel for client meetings and industry events as required.
Responsibilities
  • Develop a deep understanding of the Apex Fintech Solutions products and capabilities.
  • Understand various market types, personas, and buyers needs
  • Position the company’s products and services uniquely to various buyers to maximize Apex’s value-add to different types of organizations.
  • Develop and execute a comprehensive sales strategy to achieve revenue targets and expand the company's cloud solutions' market share.
  • Identify key market segments and potential customers to prioritize sales efforts effectively.
  • Analyze market trends and competitor offerings to identify opportunities and areas for differentiation.
  • Proactively prospect and generate leads through various channels, including networking events, industry conferences, referrals, and cold outreach.
  • Position our cloud-based offerings as solutions that address specific pain points and challenges faced by all types of buyers.
  • Collaborate with technical and product teams to tailor solutions to meet the unique needs of potential clients.
  • Partner with sales engineering and implementation teams to make sure clients and prospects have a positive experience from inception all the way through to going live.
  • Lead meetings with decision makers while understanding their strategy and educating buyers how Apex can help them differentiate their business.
Apex Fintech Solutions

Apex Fintech Solutions

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Apex Fintech Solutions provides cloud-based infrastructure and tools for digital investing, helping clients launch, scale, and support platforms for tens of millions of end investors. Its ecosystem includes trading, wealth management, cost basis, tax reporting, and custody/clearing through Apex Clearing, all delivered via integrated cloud products and APIs. By combining end-to-end platform capabilities with custody and clearing in one ecosystem, it serves hundreds of clients rather than a single product line. Its goal is to help clients bring digital investing to a large base of investors with scalable, regulatory-compliant infrastructure.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's September 2025 investment validates enterprise custody model.
  • Coinbase partnership bridges crypto to equities, powering $235B assets.
  • Wavvest read-write AI executes recommendations via Apex APIs by 2026.

What critics are saying

  • State Street competes using Apex's custody platform within 6-12 months.
  • CFTC bans prediction markets post-2026 elections, halting launches.
  • Coinbase internalizes trading with DriveWealth, cutting 10-20% assets.

What makes Apex Fintech Solutions unique

  • Apex AscendOS enables real-time custody, clearing, and AI integration for fintechs.
  • Agentic Development Kit prototypes wealth platforms in days via natural language.
  • Vendor-agnostic prediction markets platform offers CFTC-regulated event contracts.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Parental Leave

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Hybrid Work Options

Professional Development Budget

Conference Attendance Budget

Company News

Business Wire
Mar 4th, 2026
Apex Fintech and Wavvest partner to bring AI-powered financial planning to advisors

Apex Fintech Solutions has partnered with Wavvest to deliver AI-powered financial planning capabilities to its clients. The collaboration integrates Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite. Wavvest's multi-use AI assistant pulls client data directly from Apex AscendOS APIs to generate comprehensive financial plans, tax analyses and recommendations in minutes, automating tasks that typically require hours of manual work. The solution handles tax planning, estate analysis, portfolio transitions and complex scenarios including equity compensation and direct indexing. Founded in 2024, Chicago-based Wavvest provides an AI-native operating system for independent wealth managers. Future capabilities will enable advisors to approve AI-generated recommendations that automatically execute through Apex's APIs. The partnership aims to free advisors to focus on client relationships whilst enhancing service capabilities.

The Associated Press
Feb 24th, 2026
Coinbase partners with Apex Fintech to add stock trading to crypto platform

Apex Fintech Solutions is powering the stock trading infrastructure for Coinbase's "Everything Exchange" platform, enabling users to trade equities and ETFs alongside cryptocurrency holdings. The collaboration allows Coinbase users to leverage their entire account value, including crypto assets, to purchase securities in real-time without traditional transfer waiting periods. Through Apex's cloud-native AscendOS platform, Coinbase now offers comprehensive securities trading services including clearing, custody and execution. The integration provides access to US equity markets with digital account opening capabilities that allow users to begin trading within seconds. Apex currently supports over $235 billion in assets across more than 200 fintech companies. The partnership demonstrates how cryptocurrency platforms can expand into traditional securities whilst maintaining the seamless experience crypto users expect.

Yahoo Finance
Feb 3rd, 2026
Apex Fintech launches vendor-agnostic prediction markets platform for 24/7 event contract trading

Apex Fintech Solutions has announced the upcoming launch of Apex Prediction Markets, a turnkey solution enabling firms to offer CFTC-regulated event contract trading without building Futures Commission Merchant infrastructure. The vendor-agnostic platform will provide access to multiple prediction market exchanges through Apex's AscendOS system. The solution allows investors to trade on real-world outcomes including sports, political events, weather patterns and economic indicators through dedicated accounts separate from traditional investments. A recent study found over 75% of US proprietary trading firms are either actively trading on prediction markets or evaluating them. The platform consolidates trading, clearing and custody whilst providing turnkey API integration, eliminating months of development time. CEO Bill Capuzzi said the addition of prediction markets and alternative assets is a key focus for driving client growth this year.

Business Wire
Jan 27th, 2026
Apex Fintech launches AI Suite with Agentic Development Kit for rapid wealth platform prototyping

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first Agentic Development Kits in the clearing and custody industry. The toolkit enables developers and non-technical users to build wealth platform prototypes in days rather than weeks using natural language commands. The ADK integrates with Apex's AscendOS platform, allowing users to generate production-ready code in multiple programming languages through simple commands like "implement account opening". Business leaders can create proof-of-concepts without engineering teams, whilst developers benefit from AI-generated code that follows API documentation. The suite includes Ask Ascend, an AI assistant launched in 2025, providing 24/7 support for technical and operational teams. Built on Google Cloud's Vertex AI, the platform will expand to additional use cases throughout 2026, transforming how stakeholders evaluate and build financial services products.

Yahoo Finance
Sep 3rd, 2025
State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

BOSTON, September 03, 2025--State Street Corporation (NYSE: STT) and Apex Fintech Solutions announced today a strategic partnership that includes a minority investment by State Street into Apex Fintech Solutions. State Street will leverage Apex’s digital custody and clearing platform to expand State Street’s wealth services offerings to the global wealth management industry.