Strategy Coordinator

Apex enables modern investing and wealth management tools through an ecosystem of frictionless platforms, APIs, and services.

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:

1. 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
2. 2021 Most Innovative Companies - presented by Fast Company
3. 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

We are seeking a strategic and dynamic Strategy Coordinator to support our growing Advisory line of business. This role will support the management of our Advisory team by driving overall strategy, ensuring clear and effective communication both internally and externally, optimizing operational efficiency, and fostering cross-functional collaboration.

The ideal candidate will be a critical thinker, analytical, energetic, and possess strong attention to detail. Specifically, this role will require you to be technically savvy in Microsoft Suite products, create PowerPoint presentations, understand and use data, and be a power user of JIRA and Confluence.

Duties/Responsibilities

1. Partner closely with the management and create detailed and in-depth documentation such as presentations, plans, proposals, and reports.
2. Support cross-functional projects and initiatives, ensuring alignment across departments and driving execution from inception to completion.
3. Manage confidential data, including sensitive business, financial, and personnel information.
4. Manage product meetings, including agenda setting, presentation preparation, and follow-up.
5. Conduct in-depth analysis of market trends, competitor activities, and industry dynamics to inform strategic decision-making.
6. Track and follow-up on key deliverables for matrix teams.
7. Update and create JIRA tickets and Confluence for the teams to ensure alignment.
8. Generate reports utilizing business intelligence tools and present findings.
9. Complete daily or ad-hoc tasks such as expense reports, submitting tickets, and changes in the HRIS platform.

Education and/or Experience

1. Bachelor's degree in business, finance, or other related field (or equivalent work experience) required; advanced degree preferred (e.g., MBA).
2. 2+ years of experience in a consulting, market research, or Chief of Staff role.
3. Experience in business strategy development preferred.
4. FINRA SIE License preferred.

Required Skills/Abilities

1. Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and the firm.
2. Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.
3. Ability to work independently as well as in a team environment.
4. Ability to exercise independent judgment.
5. Ability to work with numerous and conflicting deadlines.
6. Ability to perform many complex and confidential tasks with speed and accuracy.
7. Strong analytical skills to solve complex problems.
8. Proficient in Microsoft 365; advanced PowerPoint skills preferred.
9. Advanced knowledge in JIRA and Confluence.

Other Preferred Qualifications

1. Power BI skills and the ability to generate reports in multiple databases.

This job operates in a hybrid office environment.

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