VP, Business Operations

VP, Business Operations

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. 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

About This Role

Apex Fintech Solutions is seeking an experienced VP, Business Operations to partner directly with our CEO and executive team to drive clarity, speed, and accountability across our global, multi-P&L fintech organization. In this mission-critical role, you'll orchestrate cross-functional execution and enable the company to operate better every quarter. Your work will ensure that every department moves in lockstep with one plan, one cadence, and one source of truth.

Duties / Responsibilities

Operating rhythm : Stand up an integrated OKR / KPI system with WBR / MBR / QBR reviews; drive crisp commitments, fast decisions, and visible follow-through.

Single plan of record : Align roadmaps, budgets, and capacity in a company-wide portfolio; enforce prioritization and trade-offs tied to outcomes.

Internal AI strategy and enablement : Define Apex's internal AI vision, roadmap, and operating model; chair an AI council to prioritize high-ROI use cases across functions. Select and manage the AI / vendor stack (build / partner / buy), negotiate value, and ensure risk / compliance alignment. Upskill the company through training and change programs; publish adoption and impact metrics (time saved, quality, risk reduction, revenue lift).

Metrics and dashboards : Build a real-time, executive dashboard for revenue, cost, quality, customer health, risk, and people; raise data literacy and decision speed.

Planning and resource allocation : Run annual / quarterly planning, scenario modeling, and capacity planning; connect spend to outcome with clear owners and dates.

Process and tooling : Standardize cross-functional workflows (intake ? prioritization ? delivery ? ROI); implement scalable tools for portfolio / OKR / analytics with change management.

Strategic programs : Lead enterprise initiatives (M&A integration, new market entry, major tooling transformations) through a light, effective PMO.

Communication and alignment : Make the plan legible to all; publish goals, status, and decisions; remove roadblocks and resolve cross-team conflicts quickly.

Ways of working : Set meeting hygiene, RACI / decision rights, and leadership norms that create leverage and protect focus time.

Education and / or Experience

Bachelor's degree in Business Administration, Finance, or other related field (or equivalent work experience) required; advanced degree preferred

12+ years of operating leadership experience in complex, global organizations ($500M+ preferred)ideally in software, fintech, or data businesses. Founder-led experience is a plus.

Demonstrated success in installing operating systems (OKRs / KPIs, business reviews, portfolio governance) that accelerate outcomes.

Experience working with regulated / enterprise or government customers is beneficial.

Required Skills / Abilities

Deep analytical expertise; fluent with BI tools (PowerBI, Tableau, Looker), forecasting, and unit economics.

Expert cross-functional collaborator and change agentcan simplify complexity, negotiate trade-offs, and drive durable decisions.

Executive presence and crisp written / verbal communication; comfortable operating lean and hands-on.

Work Environment

This job operates in a hybrid, office environment 3 days per week.

Up to 25% travel.

Leadership Attributes Apex GREAT (How You Lead Here)

Grit : Perseveres through obstacles, learns fast, finishes strong.

Results : Delivers business outcomes with quality, speed, and focus; sets few, sharp priorities measured weekly.

Empathy : Listens deeply to customers and colleagues; designs with their needs in mind.

Accountability : Owns commitments and outcomes; learns from mistakes, raises the bar.

Teamwork : Collaborates across functions, builds trust, and wins as one team.

High Integrity & Judgment : Chooses the right thing over the convenient thing, protecting clients, colleagues, and Apex's reputation.

What Success Looks Like In 12 Months

Company-wide OKR cadence and portfolio governance in place; faster time-to-decision and fewer cross-team escalations.

A trusted, real-time dashboard used in exec reviews; forecast accuracy and operating leverage measurably improved.

Standardized, scalable ways of working adopted across teams; reduced cycle time from idea to impact.

Stronger leadership bench and cross-functional cohesion reflected in engagement, retention, and delivery metrics.

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.