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:
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2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
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2021 Most Innovative Companies - presented by Fast Company
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2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
Apex Fintech Solutions delivers speed, efficiency & flexibility through technology solutions to firms ranging from innovative start-ups to blue-chip brands who choose to grow with us. We embrace a culture of growth, experimentation, and creativity. Employees of Apex are asked to exercise their own responsibility and freedom, allowing each person to have a measurable impact on the business and provide plenty of opportunities for advancement and personal growth. Sound like something you would want to be a part of? We're hiring!
This is a unique opportunity to be a Revenue Operations Intern at Apex Clearing. Revenue Operations is a new and fast-growing team within the firm; Tasked with streamlining and scaling revenues, RevOps touches all aspects of revenue generation from pre-sales through onboarding and existing client growth. The team is responsible for sales strategy, enablement, project management, analysis, process creation and optimization. As a key member of this team, you will wear many hats and have countless opportunities to make your mark on our industry-leading firm.
To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program.
Key Responsibilities:
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Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors
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Project Management: Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities
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Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies
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Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations
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Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams
Education and Experience:
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Currently pursuing or recently completed a degree in Business Administration, Data Analytics, Information Technology, or a related field, Senior standing, May 2026 graduate
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An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you
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Excellent informal and formal written, verbal, and presentation communication skills
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An ability to quantify business needs
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General Interest in Fintech
Preferred skills:
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Experience with Salesforce is a plus
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Experience with Python is a plus
Work Environment:
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This internship operates in an office environment.
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This internship operates on a hybrid schedule in Austin, TX,.
Salary:
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$25 per hour.
#LI-DNI
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.
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.
