Relationship Manager

WHO WE ARE

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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, 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

Come join a thriving, successful team enabling innovation within the financial services industry.  Apex is seeking an Relationship Manager to build strong relationships with our business partners and colleagues, serving as a vital point of contact for Apex Clearing customers.

We’re looking for someone who:

• Wants to grow professionally.  You possess intellectual curiosity and a desire to learn about your clients and our business.

• Is passionate. You have a genuine passion for delivering solutions that help grow a client’s business.

• Is motivated. You’re driven to be the best. You challenge yourself by setting goals, achieving them, and helping your teammates do the same.

• Is collaborative. You’re excited to work with others throughout the organization to help create a great experience for our business partners.

• Wants to make an impact. You’re looking to do amazing work. You’re all about finding innovative, new ways to deliver for our business partners.  

• Is thoughtful. You’re finding ways to drive client satisfaction and grow the business they do with us.

• Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean and mean what you say.

What your responsibilities will be:

• Help us learn and adapt. By bringing brokerage product knowledge and experience to streamline processes and identifying trends and opportunities.  We want your smart choices to help grow our business.

• Follow policies and procedures to set up customers for success. You’ll work with clients and our business partners in a wide range of areas such as onboarding, trade capture/processing, performance tracking, margin/risk, compliance, and billing – just to name a few with the goal being to achieve business execution and delivery of solutions.

• Build relationships. Engage with senior level client contacts across all areas of the client’s business on a regular basis, delivering a continuous flow of business-building ideas, while securing relationship and performance feedback.

• Impact on our business. Effectively manage all commercial aspects of the client relationship including contracts, pricing, metrics, and business needs.

A few reasons why you might love us:

• We’re a leader in the space.  We’ve got an amazing track record of success, and we foster ongoing innovation. So, you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.

• The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.

• Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.

The skills you’ll need to succeed:   

• Bachelor’s degree or higher required

• 5-8 years of financial services, client support, or account management experience in a related field or environment is preferred

• FINRA Series 7 preferred at time of hire (otherwise, candidates required to obtain within 90 days of initial employment)

• Effective discovery, presentation, influence, and negotiation skills

• Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers

• Strong relationship building skills with internal partners in order to gain buy-in and agreement

• Excellent written and oral communications skills

• Confident public speaking and presentation skills

• Work with a sense of urgency. The ability to foster strong relationships with clients and internal departments is required.

• Experience performing consulting, client service, account management, customer service or call center experience in a client support environment is required.

• Familiarity with Salesforce

• Requires excellent data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools.

#customer service #associate #full-time #LI-JC1 #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.