Solutions Consultant, Advisory

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

About This Role

We are seeking a highly skilled and motivated Solutions Consultant, Advisory that is multi-disciplined across technical sales, product development and marketing, and onboarding processes. This professional will join our dynamic team specifically focused on the Advisory line of business to help grow market share and support the strategic direction of our technology systems and partnerships. This role will assist in the design and scale of Apex's ability to market, sell, implement, and grow the Advisory custody and clearing business.

Duties/Responsibilities 

• Develop a deep understanding of Apex clearing and custody solutions, products, capabilities, and its shortcomings across the competitive landscape.
• Participate in prospect discovery calls, research existing clients, and identify pain points. 
• Engage with prospects to build and maintain relationships before and after the sale.
• Proactively pitch advisory to existing fintech clients
• Create and administer demo outlines and videos for Apex systems and third party platforms.
• Provide internal and external presentations and education to key stakeholders.
• Partners with CX Lead to ensure ongoing education materials are effective.
• Support new or existing customers during onboarding, implementation, integration, configuration, and customization.
• Liaison with platform partners to strategize on integration priorities and make recommendations for changes or additions.

Education and/or Experience

• Bachelor’s degree preferred
• 7+ years transferable work experience, preferably in cloud sales, financial technologies, or custody and clearing
• FINRA Series 7 license required (or willingness to obtain)
• Demonstrated success in the support of achieving and exceeding sales targets.

Required Skills/Abilities

• Strong understanding of cloud computing concepts, SaaS models, and cloud-based infrastructure specific to the securities industry
• Exceptional communication, negotiation, and presentation skills.
• Ability to build and maintain strong relationships with clients and internal stakeholders.
• Ability to lead conversations with decision makers and clearly articulate the value-add of leveraging Apex’s cloud-based solutions.
• Strategic thinker with a solution-oriented mindset.
• Self-motivated, proactive, and able to work independently or as part of a team.
• Desire to grow and lead teams in the future with similar skill sets.
• Willingness to travel for client meetings and industry events as required.

Work Environment

• This job operates in an office environment.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are 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.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.