Manager, Advisory Sales Operations

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

The Manager, Advisory Sales Operations is a role designed to champion and lead a high-quality sales analyst and top of the funnel team within the Apex advisory (RIA) sales organization. This is a player/coach role and this person is detail oriented, excels in strategic thinking, and also possesses the ability to execute on tactical initiatives. This individual will be responsible for setting the strategic direction of the sales operations function and execution of initiatives that enhance business development efforts. The Sales Analyst will work closely with the sales, client experience, and marketing teams to support acceleration of advisory NNA to Apex.   

Key Responsibilities:

• Identify and pursue operational top of funnel strategy to support sales team in their effort to expand Apex Fintech Solutions' reach with prospective clients.
• Collaborate with sales directors to understand their needs and tailor solutions to meet their requirements to accelerate NNA efforts
• Develop process and plans to execute on sales operations including maintenance and improvement of an advisory sales dashboard, communicating updates on key opportunities, and collaborating with revenue operations and marketing on potential enhancements in CRM system and other systems to improve processes. 
• Manage business development associate responsible for top of the funnel prospecting  and sales analysts on tactical sales analyst operations. Put process and metrics in place to monitor success of this individual and lay plans to expand top of the funnel team based on capacity,
• Develop and implement strategic sales plans to maximize lead conversion to opportunities.
• Accountable for delivery of tactical activity and lead conversion targets within the sales department and KPIs set by the company.
• Work closely with the marketing team to develop and implement effective marketing strategies to support sales efforts.
• Execute tactical tasks and activities to support the implementation of business development programs and initiatives, including a process to track progress of enterprise opportunities.
• Monitor and track progress against goals and objectives, making adjustments as needed to ensure successful execution.
• Coordinate with cross-functional teams to ensure strong delivery of information and solutions to prospective clients and new clients

Education and/or Experience

• 5-10 years of experience in business development or sales, preferably in the advisory industry.  Previous people management experience preferred
• Experience in supporting sales operations within a complex environment

Required Skills/Abilities

• In-depth professional knowledge of sales operations solutions.
• Ability to collaborate across various departments and functions.
• Strong networking and relationship-building skills.
• Excellent communication and presentation skills including internal and external stakeholders.
• Strong organizational and project management skills
• Proficiency in CRM software (ideally salesforce) and Microsoft Office 365.
• Series 7 license preferred

Work Environment

• This roles operates in an office environment.
• Willingness to travel as needed (up to 25%)

​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.