Senior Director, Solutions Architect; Global Wealth Services

WHO WE ARE

APEX Fin Tech 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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, 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

As a Senior Director, Solutions Architect
, you will play a multi-faceted role in ensuring that Apex meets the feature, regulatory and client experience demands of our technology services. This role, in particular, focuses on the expansion of Apex’s forward-looking Ascend platform to non-US localities while continuing to support current US-based processing, continuing the trusted attention to local regulatory best practices, coupled with disruptive, market-defining technology, as established by Apex’s US value proposition.

This role demands strategic vision (informed by experience), leadership and influence prowess, and a hands‑on approach to drive the implementation of market‑leading processing solutions in Apex’s strategic Ascend platform.

• Collaborate closely with business SMEs, Relationship Managers, the service delivery organization and the technology organization to deliver local/regional Ascend solutions to create a one‑of‑a‑kind global wealth processing platform.
• Develop and forcefully champion a strong, opinionated perspective on trade execution, custody, and clearance architecture. Don’t just understand these systems—decisively shape them. Guide team members – collaboratively -- with clear, authoritative direction on outcomes, making confident judgments that others can follow.
• Develop cross‑functional solutions based upon little direction (essentially, develop a plan from 0 to
  1) yet seek validation via business SMEs and other Product Managers.
• Interface with clients from both a tactical and strategic perspective on our existing Ascend processing capabilities and understand evolving local needs, competitive requirements, and best practices.
• As a champion of the Ascend platform, raise issues or concerns to Senior Management, whether for production service experience or development challenges. Once identified, endeavor to resolve issues by identifying responsible parties and relentlessly seeking closure.

• In conjunction with Sales and Relationship Management, engage with client stakeholders (product and technology leadership, operations, compliance) to capture business goals, regulatory needs, and localization requirements for each target market.
• Facilitate workshops and interviews to understand client pain points, current workflows, and desired outcomes in local contexts.
• Present solution concepts, architecture diagrams, and realistic, timeline‑informed roadmaps to both business and technical client audiences, adapting the language and approach as needed. Deliver product demos and proof‑of‑concept presentations tailored for local market features and workflows.
• Lead solution validation sessions—walk clients through proposed interaction points and feature designs; gather feedback for localization or compliance adjustments.
• Collect and act on client feedback post‑launch, facilitating enhancements and rapid iterations to ensure continued local/regional compliance.
• Build trusted relationships with client teams,…