Strategic Operations & Business Analyst @ Apex Fintech Solutions

Business & Strategy (2)
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Business & Strategy (2)

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.

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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.

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.

Strategic Operations & Business Analyst

Global Services Division

Apex Fintech Solutions

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