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. 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 currently seeking a  Senior Relationship Manager  to proactively manage the client experience by interfacing with AFS clients.  The Relationship Manager will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products. 

Duties/Responsibilities

• Build and maintain strong, long-lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions.
• Ensure a high standard of client experience by proactively sharing product updates, new services, and tailored insights relevant to each client’s business.
• Conduct regular in-person client meetings (with associated travel), and consistently align on meeting agendas to ensure clients’ time is respected and productive. Prepare internal teams for all client interactions.
• Map internal and external stakeholders, and manage relationships up, down, and across organizations to advance business objectives.
• Intake, track, and drive client requests to resolution, coordinating internally to ensure prompt progress updates and successful outcomes.
• Review and negotiate client contracts, ensuring alignment with both client and AFS objectives.
• Monitor, analyze, and report on client health, growth, profitability, and KPIs.
• Translate complex concepts into clear, actionable insights for clients, demonstrating strong written and verbal communication skills.
• Proactively deepen industry expertise, actively studying the sectors your clients operate in to anticipate emerging needs and opportunities.
• Manage and mentor a team of 2-3 direct reports, providing guidance, motivation, and professional development opportunities.
• Demonstrate executive presence, professionalism, and a relentless focus on customer service and satisfaction in all client interactions.
• Exhibit exceptional follow-through and problem-solving abilities, ensuring client issues are promptly and effectively addressed.
• Maintain up-to-date, relevant records of client activity and insights within internal systems.

Education And/Or Experience

• Bachelor’s degree (or equivalent work experience) required; advanced degree preferred.
• 5+ years' experience in financial services, fintech, account management, business consulting, or business analysis. Experience managing large accounts is a plus.
• FINRA Series 7 & Series 63 license(s) required
• Strong leadership experience, with prior responsibility managing small- to medium-sized teams.

Required Skills/Abilities

• Ability to cultivate trust and rapport with clients and stakeholders at all levels.
• Ability to analyze client data, identify growth opportunities, and develop actionable plans.
• Skilled at translating complex concepts into clear, easily understood information for clients.
• Skilled at anticipating client needs and resolving issues with urgency and creativity.
• Understanding of fintech industry trends, products, and client environments.
• Proficient in MS 365 suite (Word, Excel, Powerpoint, and Outlook)

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Work Environment

• This job operates in a hybrid office environment 3 days per week.
• Up to 25% travel.

#customer service #mid-senior #full-time #li-KD1 #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

$136,400-$170,500

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.

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.