Sr Business Analyst (Wealth)

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

The Sr Business Analyst (Wealth) plays a key role in understanding business needs, analyzing requirements, and translating them into functional solutions. They work closely with stakeholders to identify opportunities for process improvements, system enhancements, and strategic initiatives. The Business Analyst utilizes their analytical skills, domain knowledge, and technical expertise to gather and document requirements, conduct feasibility studies, and support the successful implementation of projects. This role requires strong communication skills, critical thinking, and the ability to collaborate effectively with cross-functional teams.

Duties/Responsibilities

• Collaborate with stakeholders to understand and document business needs, objectives, and requirements.

• Analyze and translate business requirements into detailed functional specifications.

• Conduct stakeholder interviews, workshops, and brainstorming sessions to elicit requirements and gather necessary information.

• Perform gap analysis to identify areas where current processes or systems fall short of meeting business needs.

• Collaborate with cross-functional teams to identify and recommend process improvements, system enhancements, and strategic initiatives.

• Create and maintain comprehensive documentation of business requirements, use cases, and user stories.

• Conduct feasibility studies and cost-benefit analysis for proposed solutions.

• Work closely with development teams and project managers to ensure the successful delivery of projects.

• Participate in system testing and support user acceptance testing activities.

• Provide ongoing support and troubleshooting for business systems and applications.

• Stay updated on industry trends, best practices, and emerging technologies related to business analysis.

• Act as a liaison between business stakeholders and technical teams to facilitate effective communication and understanding.

• Assist in training and knowledge transfer to end-users and stakeholders on new systems and processes.

Education and/or Experience

• Bachelor's degree in Business Administration, Information Systems, or a related field.

• 5+ years of work experience in business analysis, or a similar role; Broker Dealer products, operations and wealth solutions knowledge preferred  

Required Skills/Abilities

• Strong analytical and problem-solving skills.

• Strong documentation and technical writing skills.

• Excellent communication and interpersonal skills.

• Detail-oriented with a focus on accuracy and quality.

• Proficiency in business analysis techniques, tools, and methodologies.

• Familiarity with software development lifecycles and project management methodologies.

• Ability to understand complex business processes and translate them into functional requirements.

• Ability to work independently and in a team environment.

Work Environment

• This job operates in a hybrid office environment 3 days per week.

#strategy #full-time #mid-senior #LI-KD1 #APEX

​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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.