General Manager, SaaS Platform

Apex Fintech Solutions

Apex Fintech Solutions

Chicago, IL, USA
Posted on Monday, August 7, 2023


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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast. 

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


Apex Fintech Solutions has an amazing track record of success fostering ongoing innovation. Our business and products stand at the leading edge of this disruption and are responsible for guiding new solutions, technology and scale at Apex. The General Manager, SaaS Platform will play a key role in continuing down this path of innovation and growth, so if your personality thrives off the energy of an enthusiastic collaborative team, and you love to learn and problem solve, this is an amazing opportunity to get in on the ground floor.


  • Develop, launch, and execute a comprehensive business strategy for Apex’s SaaS line of business, aligned with the overall company objectives and market trends.
  • Drive revenue growth, profitability, and cost optimization for your line of business, ensuring financial targets are met or exceeded.
  • Collaborate with Apex’s product team to define and prioritize product roadmap, features, enhancements, and customer experiences based on customer needs, market analysis, and competitive landscape.
  • Work closely with the sales and marketing teams to develop and implement effective go-to-market strategies, pricing models, and promotional campaigns to acquire new customers and expand market share.
  • Identify, negotiate, and manage strategic partnerships and alliances with complementary technology providers, distribution channels, and industry associations to enhance product offerings and drive business growth.
  • Lead and motivate a team responsible for business development, sales, providing guidance, coaching, and performance evaluations.
  • Stay abreast of market trends, customer needs, and competitive intelligence through market research and analysis, and translate insights into actionable strategies.
  • Ensure compliance with financial industry regulations, data privacy, and security standards.
  • Serve as the primary point of contact for internal and external stakeholders, providing regular updates on the performance, achievements, and challenges of your line of business.
  • Generate energy to motivate and support continuous learning within the team.  Give opportunities for your team to grow their skills and meet their career aspirations.
  • Champion an inclusive and diverse environment where people are excited to do their best work and their ideas are actively sought after. Model our values and leadership principles, coach others to give them the tools to grow, and demonstrate caring and empathy.
  • Position requires 50%+ time for travel. (We’re a distributed company.)

Minimum Qualifications

  • Minimum of 7-10 years of progressive experience in business development, strategic partnerships, and general management within a B2B SaaS firm or line of business.
  • In-depth understanding of developing SaaS businesses including knowledge of financial strategies, market dynamics, and operating in regulated environments.
  • Proven track record of developing and implementing successful business development strategies that have driven revenue growth and market expansion.
  • Demonstrated ability to lead and inspire teams, fostering a collaborative and results-driven culture.
  • Exceptional interpersonal and communication skills with the ability to establish and maintain relationships with key stakeholders, clients, and industry influencers.
  • Strong analytical and problem-solving skills with the ability to interpret complex data, identify trends, and make data-driven decisions.
  • Proactive, innovative, and self-motivated individual with a passion for driving business growth and seizing new opportunities.
  • A bachelor's degree in business, finance, or a related field is required. An MBA or other relevant advanced degree is highly desirable.

Preferred Qualifications

  • 10+ years of progressive experience in a leadership role within the SaaS and fintech industry, with a focus on B2B solutions and business management.
  • Strong understanding of the SaaS business model, including subscription-based pricing, marketplace development, customer retention strategies, and scalable product delivery.
  • Familiarity with the financial technology landscape, including knowledge of B2B financial services, regulatory compliance, and industry trends.
  • Demonstrated experience in successfully scaling a business from the ground up, taking it from a conceptual stage to a viable and sustainable operation. 
  • Proven track record in driving sales growth and market penetration, with expertise in B2B sales strategies, demand generation, and customer acquisition.
  • A master's degree in business administration (MBA) or a related field is highly desirable, providing a strong foundation in business strategy, finance, and leadership

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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.

AFS is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.