Job Description
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're 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 BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
As a Manager, Data Operations within Apex Tax and Cost Basis, you are responsible for leading and mentoring a team of data analysts. Responsibilities include, but are not limited to: solving complex data analytics problems, documenting processes and procedures, data quality, automation of manual tasks, and overseeing the daily tasks and performance within the team.
Duties/Responsibilities
Evaluating data flows for improvement, development and implementing solutions.
Ensuring solutions meet business needs and requirements.
Communicate results and trends to management with recommendations for change.
Build, maintain, and improve reporting to measure and track performance and understand desired customer behavior and use of the data output.
Performing software and data quality testing (Understanding the full end to end process and desired outcome).
Updating, implementing, and maintaining written procedures.
Develop and maintain data visualizations that help business leaders make decisions.
Collaborate cross functionally with Tax and CB Operations, Product and Development teams.
Managing resources and priorities for the team to ensure successful and timely outcomes.
Monitoring deliverables and ensuring timely completion of teams’ tasks and projects.
Developing automated solutions to streamline the end-to-end process from input data to tax form outputs reducing manual intervention.
Monitor and Track team’s workload and goals.
Foster teamwork and recognition within the team.
Utilization of AI to automate manual tasks across Tax and Cost Basis Operations
Education and/or Experience
Bachelor's degree in a technical field (or equivalent work experience) required
5+ years prior experience in data analysis, business intelligence, data science, and intelligent automation
2+ years of people management experience preferred
Experience with reporting, dashboards, visualization tools, and analytical/modeling software (SQL, ETL, APIs a plus)
Required Skills/Abilities
Proven ability to communicate complex, technical concepts to broad based stakeholder audience
Exceptional communication, stakeholder engagement, and change management skills
Advanced SQL skills
Understanding and familiar with artificial intelligence LLMs (e.g. GPT, Claude, Gemini, etc.)
Exceptional analytical skills
Detail oriented problem solver with a strategic mindset
Ability to adapt on the fly in a rapidly changing environment
Continuous improvement mindset, an outside the box thinker
Understanding of financial services industry – particularly cost basis and tax reporting
Work Environment
This job operates in a hybrid, office environment 3 days per week.
#operations #full-time #mid-senior #LI-MJ1 #APEX
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.