Apex Fintech Solutions · 11 hours ago
Senior Director, International Business Development
Apex Fintech Solutions is a leading company in digital wealth management, processing millions of transactions daily. The Senior Director of International Business Development will drive the company's global expansion strategy by establishing broker-dealer operations in new international markets, overseeing everything from market assessment to operational launch.
Financial Services
Responsibilities
Create comprehensive Five-Year Business Plans tailored to target markets, including market size analysis, competitive positioning, client acquisition strategies, revenue projections, operational infrastructure needs, and risk mitigation frameworks
Develop sophisticated financial models forecasting revenue by product line and client segment, operating expenses, capital requirements, break-even analysis, and path to profitability
Prepare financial documentation such as Income Statements, Balance Sheets, Cash Flow projections, Regulatory Capital calculations, and Early Warning thresholds for business cases and regulatory submissions
Build investment cases for new market entry, outlining ROI, strategic rationale, and resource requirements to secure leadership buy-in and funding
Lead go-to-market strategy development for each jurisdiction, focusing on target client segments, value propositions, and competitive differentiators
Drive business development efforts by prospecting, pitching, and closing anchor clients to validate market fit and generate early revenue
Collaborate with Sales and Relationship Management teams to develop territory plans, sales enablement materials, and client success frameworks
Gather and synthesize client feedback on product requirements, service expectations, and competitive insights to inform platform development priorities
Define product and service requirements for new markets from scratch, translating regulatory mandates, client needs, and competitive dynamics into actionable specifications
Partner with the Global Wealth Services Solution Architect to ensure platform capabilities align with region-specific needs (e.g., account types, tax forms, payment rails, reporting standards)
Develop business architecture outlining workflows, onboarding journeys, service delivery models, and integration points with local partners (clearing brokers, banks, custodians)
Prioritize feature development based on regulatory requirements, competitive necessity, and revenue impact, creating clear roadmaps for MVP and subsequent releases
Facilitate requirements workshops across Technology, Product, Operations, and Compliance teams for shared understanding of market-specific needs and technical feasibility
Develop and execute detailed launch plans with milestones, dependencies, accountability structures, and contingency frameworks
Plan and execute phased rollout, starting with pilot clients to validate models, identify opportunities, and build case studies
Monitor post-launch performance against business assumptions, adjusting strategies, pricing, or service allocation as needed
Qualification
Required
Bachelor's degree required
12+ years leading international financial services operations, with expertise in broker-dealer/wealth management launches
Regulatory expertise across US, UK, EU, and APAC markets; proven success obtaining global licenses
Strong financial modeling, capital calculations, and financial statement analysis
Exceptional project management and stakeholder engagement across time zones
Skilled communicator and negotiator with regulators and executives
Proven leadership in aligning cross-functional teams and managing risks
Preferred
MBA or Master's in Finance, International Business, or related field strongly preferred
FINRA Series 7, 24, and 27 licenses (or international equivalents) strongly preferred
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Hybrid work schedule
Company
Apex Fintech Solutions
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.
Funding
Current Stage
Late StageRecent News
Dallas Innovates
2024-04-14
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