Principal Solutions Specialist

Apex Fintech Solutions

Apex Fintech Solutions

Customer Service
Austin, TX, USA
Posted on Thursday, October 26, 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


As a Principal Solutions Specialist at Apex Silver, you are a subject matter expert in the investment services and/or specific areas or functions within the industry and responsible for ensuring our operations and products in alignment with industry and regulatory standards.  You will be responsible for understanding, documenting, and improving all external operational processes that impact Apex Silver services and/or solutions. You will play a key role in guiding integration initiatives between Apex Silver and Apex Clearing teams as they work to enhance data quality, controls and overall business processing -- particularly as it relates to Tax, Cost Basis and Wealth solutions. The ideal candidate will be excited to solve problems and build organizational relationships while delivering cohesive solutions.


  • Provide expertise in specific investment services areas to operations, support, and product team members through training and documentation

  • Analyze workflows and processing bottlenecks; identify and lead process improvement initiatives

  • Influence stakeholders to support business projects

  • Assist with project management for selected projects

  • Coordinate with inter-departmental teams to produce better business outcomes

  • Test business processes and recommend improvements

  • Convert roadmap features into smaller user stories

  • Write clear and well structured business requirements/documents

  • Identify automation opportunities

  • Create reports, dashboards and visualizations to understand business performance

  • Communicate and validate requirements with relevant stakeholders

  • Develop and maintain reporting or tracking of deliverables

  • Perform data discovery, analysis and modeling

  • Assist with internal training and release elevation

  • Collaborate with product manager on roadmap planning and prioritization


  • Bachelor’s degree required, Master's degree preferred

  • 10+ years experience as senior business analyst (or equivalent experience)

  • Financial Services and brokerage back-office operations experience required

  • Desire to dig into problems and collaborate with product owners and developers to solve

  • "Roll-up your sleeves and help get the job done” attitude

  • Team player & self-starter

  • Great analytical, critical thinking and problem solving abilities

  • Superior presentation and negotiation skills

  • Adaptable and capable of working in fast paced environments

#product management #mid-senior #full-time #LI-MJ1


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.