Solutions Analyst

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

We are seeking a strategic and detail-oriented Solutions Analyst to play a pivotal role in bridging technical capabilities with business needs, ensuring optimal solution delivery to our clients. The ideal candidate will be adept at analyzing business requirements, customer pain points, and market dynamics to design, recommend, and implement tailored solutions based on Apex Fintech Solutions’ platform and services. This is an opportunity for someone with a mix of technical expertise, consultative prowess, and financial industry acumen to make an impact by empowering our clients to achieve efficiency, scalability, and differentiation in their businesses.

Duties/Responsibilities 

• Develop a comprehensive understanding of Apex Fintech Solutions’ products, services, and capabilities to align client needs with tailored solutions. 

• Analyze complex business requirements across varied industries (e.g., technology companies, financial institutions, etc.) and provide recommendations to optimize the integration of Apex solutions. 

• Collaborate closely with sales teams to position Apex’s offerings uniquely for various buyer personas. 

• Translate client goals and challenges into actionable plans for Apex’s technical and product teams. 

• Design scalable solutions that address organizational pain points while factoring in implementation feasibility and long-term impacts. 

• Actively engage in client meetings as a strategic partner, leading discussions around Apex’s value proposition and aiding technical/scoping assessments. 

• Evaluate market trends and competitors to identify opportunities to enhance Apex’s solution offerings. 

• Partner with sales engineering, implementation teams, and customer success resources to create seamless client experiences from onboarding through go-live. 

• Support end-to-end solution delivery to ensure smooth implementation across various client verticals. 

Education and/or Experience

• Bachelor's degree in business, technology, finance, or a related field (or equivalent work experience) required

• 3+ years of prior work experience; experience in business analysis, technical consulting, or related roles in the custody and clearing or fintech industries preferred

Required Skills/Abilities

• Strong technical understanding of fintech platforms, trading software, and cloud infrastructure specific to financial institutions. 

• Experience translating business needs into technical requirem