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
Job Summary:
As a Pricing & Revenue Strategy Analyst (Deal Desk) , you will play a key role in shaping pricing strategy, structuring client deals, and analyzing client contracts and financial forecasts to guide strategic pricing decisions and to enhance pricing and quoting operations across the company. You will engage with multiple areas of the business, providing reporting, analysis, and insights that support data-driven decision-making and business growth. Your ability to be creative, collaborate, and drive projects forward will be crucial to your success.
Key Responsibilities:
Pricing Strategy: Help develop and recommend pricing structures (fee schedules, tiers, discounts) for new and renewal deals, weighing competitiveness against revenue and profitability.
Financial Modeling: Support the development of creative pricing arrangements, financial models, and budgets to align with firm revenue and profitability initiatives and strategic goals.
Proposal Creation: Assist in responding to various requests for proposals specific to pricing strategies; understand profitability drivers and leverage to then prepare pricing quotes and contractual proposals.
Insight Presentation: Monitor and evaluate pricing performance metrics and provide actionable recommendations for improvement, presenting findings to Sales and leadership.
DealHub Management: Help manage and administer DealHub, our CPQ (configure, price, quote) tool; support long-term product enhancements for addition of new products, pricing schemas, and business lines.
Data Analysis: Pull and analyze data (e.g., AUM, balances, revenue, and comps) to size opportunities and support deal analysis.
Data Integrity: Ensure accuracy and consistency across all data and reports, specifically pipeline revenue reporting and expected opportunity sizing; implementing best practices in data management and usage.
Continuous Improvement: Proactively seek opportunities to optimize pricing strategies for both Apex and our clients.
Cross-functional Collaboration: Develop effective relationships with key stakeholders across the firm (e.g., Sales, Relationship Management, Legal, Operations, and Finance).
Knowledge, Skills, and Abilities:
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Strong understanding of pricing strategy and unit economics,…