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Strategy Coordinator
2 weeks ago
Who We Are
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, Belfast, and Manila.
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 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 be a critical thinker, analytical, energetic, and possess strong attention to detail. Specifically, this role will require you to be technical savvy in Microsoft Suite products and create PowerPoint presentations, understand and uses data, and a power user to JIRA and confluence.
Duties/Responsibilities
- Partner closely with the management and create detailed and in-depth documentation such as presentations, plans, proposals, and reports.
- Support cross-functional projects and initiatives, ensuring alignment across departments and driving execution from inception to completion.
- Manage confidential data, including sensitive business, financial and personnel information.
- Manage product meetings, including agenda setting, presentation preparation, and follow-up.
- Conduct in-depth analysis of market trends, competitor activities, and industry dynamics to inform strategic decision-making.
- Track and follow-up on key deliverable for matrix teams.
- Update and create JIRA tickets, and confluence for the teams, to ensure alignment.
- Generate reports utilizing business intelligence tools and present findings
- And any daily or ad-hoc tasks such as expense reports completion, submitting tickets, submitting changes in HRIS platform.
Education And/or Experience
- Bachelor's degree in business, finance, or other related field (or equivalent work experience) required; advanced degree preferred (e.g MBA)
- 2+ years of experience in a consulting, market research, or Chief of Staff role
- Experience in business strategy development preferred
- FINRA SIE License preferred
Required Skills/Abilities
- Excellent communication (verbal and written) skills and the ability to communicate constructively within the department and the firm
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task
- Ability to work independently as well as in a team environment
- Ability to exercise independent judgment
- Ability to work with numerous and conflicting deadlines
- Ability to perform many complex and confidential tasks with speed and accuracy
- Strong analytical skills to solve complex problems
- Proficient in Microsoft 365; advanced PowerPoint skills preferred
- Advance knowledge in JIRA and Confluence
Other Preferred Qualifications
- Power BI skills and the ability to generate reports in multiple databases
Work Environment:
- 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 a market-leading salary with an annual bonus, 20 days of vacation leave plus regular and special non-working holidays, and a training and development budget. Our benefits also cover private health insurance for medical and dental, as well as life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city center office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly team lunch-outs, unlimited drinks and snacks, and company recognition & rewards.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
