Senior 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, and Belfast. 

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 Fintech Solutions is seeking a Senior Relationship Manager to build strong relationships with our business partners and colleagues.

Duties/Responsibilities

• Build and maintain strong relationships at the executive and strategic levels with a portfolio clients.

• Develop and implement annual business plans aimed at promoting client revenue and asset growth.

• Keep clients informed of new developments, products, and services to enable their growth, aligning offerings with their specific business needs.

• Create a partnership framework that aligns the client with Apex's broader organizational goals and capabilities.

• Offer proactive support to clients, promptly responding to their needs and driving solutions.

• Drive and track client requests, ensuring goals and objectives are met annually.

• Maintain up-to-date and relevant relationship pulse metrics to reflect client engagement and satisfaction.

• Review, negotiate, and finalize contracts, ensuring mutual benefit for both Apex and clients.

• Monitor, analyze, and report on clients' financial performance and revenues on a monthly basis.

• Collaborate with clients to document, prioritize, and address operational and technological issues and requests.

• Retain and manage each assigned client relationship, prioritizing strategic engagement.

• Identify and drive revenue-generating opportunities through expansions in products and efficiencies.

• Define and execute strategic initiatives contributing to Apex's overall strategy.

• Coordinate internally to develop comprehensive product solutions addressing client challenges.

• Identify synergies among Apex clients and partners to drive organic growth.

• Foster a team environment as a leader, driving holistic relationship strategies.

• Manage and mentor a team of 2-3 direct reports, fostering professional growth and alignment with company objectives.

Education and/or Experience

• Bachelor’s degree (or equivalent experience) required; MBA is a plus

• 10+ years industry and clearing experience or equivalent (fintech, VC, IB, etc.)

• FINRA Series 7 and Series 63 license(s) required

Required Skills/Abilities

• Deep knowledge of their respective segment

• In touch with industry trends and shifts

• Exceptional follow-through and problem-solving skills

• Displays a relentless focus on proactive client interactions

• Comprehensive understanding of pricing and revenue drivers

• Strong executive presence and relationship-building skills

• Strategic thinker

• Strong interpersonal skills and ability to connect

• Effective presentation, influence, and strong negotiation skills

• Experienced business development track record

• Excellent written and oral communication skills

• Strong leadership skills with experience managing small-medium sized teams

Work Environment

• This job operates in a hybrid, office environment.

#customer service #mid-senior #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.

Salary Range

$124,000-$155,000

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.