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.

Requirements

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
Strong technical understanding of fintech platforms, trading software, and cloud infrastructure specific to financial institutions.
Experience translating business needs into technical requirements and vice versa.
Exceptional analytical and problem-solving capabilities.
Outstanding communication and presentation skills to articulate ideas across stakeholders, from technical teams to executive-level clients.
Proven ability to manage multiple projects simultaneously, maintaining a strategic focus and attention to detail.
Ability to work cross-functionally across technical and business teams to develop and implement solutions.
Knowledge of emerging fintech trends and a strong desire to stay ahead in the field.

Benefits

healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business analysistechnical consultingfintech platformstrading softwarecloud infrastructuretechnical requirementsanalytical skillsproblem-solvingproject managementsolution delivery

Soft Skills

communication skillspresentation skillsstrategic focusattention to detailcross-functional collaborationclient engagementleadershiprecommendation skillsrelationship managementadaptability

Certifications

Bachelor's degree