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, 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:

• 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
Revenue Operations Intern
Work Location : Austin, Dallas, New York
Employee Type : Intern
Is Position Eligible for current and/or future Visa Sponsorship: No
Internship Timeline : 10 Weeks (June 2024 - August 2024 )
Apex 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. This position will be located in Dallas, New York, or Austin. You are expected to be in the office three days a week.
What you'll do all day:

• Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors
• 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
• Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies
• Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations
• Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams

The skills you'll need to succeed:

• Strong knowledge of Microsoft Excel, Word, and PowerPoint
• Ability to think strategically and solve problems
• Strong track record of independent work and leadership ability
• An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you
• Excellent informal and formal written, verbal, and presentation communication skills
• An ability to quantify business needs
• Experience with Salesforce is a plus
• Experience with Python is a plus
• Experience with other Microsoft Suite products (ex. PowerBI, PowerAutomate, etc.)
• Strong desire to work within our industry

#operations #internship #LI-DNI #APEX
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
$0-$50
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.
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.