Business Development Strategic Initiatives Analyst

Apex Fintech Solutions

Apex Fintech Solutions

IT, Sales & Business Development
Austin, TX, USA
Posted on Friday, September 29, 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 is seeking a Business Development Strategic Initiatives Analyst. The analyst will be responsible for managing the formation and implementation of all initiatives within the business development organization. This role will ensure our business development team not only focuses on areas with the greatest impact, but also that it is well positioned to be successful against their goals. This role will be an imperative part of bringing Apex into the next stage of its growth as we look towards deepening relationships with existing clients, breaking into new markets, and using new technology.



  • Lead long-term strategic initiatives from inception to completion across various lines of business at Apex - focusing on MSPOTs (Mission, Strategy, Plays, Targets, Stretch, Omissions) and including market, product & data analysis research, storytelling, reporting, and more. 

  • Collaborate across various departments and stakeholders to drive business operations strategy including, but not limited to, organizational structure, team size, interactions between teams, and coordination between the business and tech organizations.

  • Contribute to the development and refinement of the organization’s strategic plan including prioritization between retail business segments and the rest of Apex and firm communication strategies 

  • Responsible for team efficiency standards including meeting protocols, information workflows and productivity statistics 

  • Own conference planning & execution including year-over-year strategy for Apex’s public presence, meeting coordination across attendees, preparation of hosted events, and more

  • Assist with general corporate hygiene tasks 

  • Drive firm wide strategic education to ensure employees across all positions not only understand but are bought into and excited about our direction as a company

  • Other duties as assigned

Required Skills/Abilities: 

  • Excellent communication, leadership and interpersonal skills

  • Ability to connect patterns and information in order to quickly understand and solve complex problems 

  • Comfort bringing structure and organization to ambiguous situations and challenges

  • Strong organizational skills

Education and/or Experience: 

  • Bachelor’s Degree in Business Administration, Management, or a related field

  • 2-3 years of relevant experience in project management, business analytics or related role 

  • Proven experience in project management, with a track record of successfully leading complex initiatives

  • Comfort with basic financial modeling


Work Environment:

  • This opportunity operates in an office environment 3 days a week in Austin, TX

  • Willingness to travel 1 - 2 times per month to visit other offices, clients, prospects, and events

  • Regularly lead live and virtual meetings

  • This job requires the use of a computer and common business software (e.g. Microsoft 365, etc.)

#strategy #associate #full-time #LI-JA1


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.