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 are 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 Built In

Wealth Tech of the Year

2025 - Presented by US Fin Tech 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 life cycles and…