Relationship Manager - Apex Fintech Solutions : Job Details

Relationship Manager

Apex Fintech Solutions

Job Location : Dallas,TX, USA

Posted on : 2025-08-16T01:07:02Z

Job Description :

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Who We AreApex 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.

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

Key Skills and Responsibilities:
  • Builds and maintains strong relationships at the executive and strategic level with our clients
  • Develops annual business plans for client revenue and asset growth
  • Ensures clients are informed about new developments, products, and services relevant to their needs
  • Creates partnerships between clients and Apex
  • Provides proactive support to clients and responds promptly to their needs
  • Tracks and drives client requests to meet goals
  • Updates relationship metrics regularly
  • Reviews and negotiates contracts with clients
  • Monitors, analyzes, and reports on clients' financial performance monthly
  • Collaborates with clients to document, prioritize, and report operational and technological issues
    • Minimum Requirements:
  • 7+ years of industry and clearing experience
  • Bachelor's degree required; MBA preferred
  • FINRA Series 7 & Series 63 licenses preferred at hire or within 90 days
  • Deep knowledge of the respective segment and industry trends
  • Exceptional follow-through, problem-solving, and customer service skills
  • Understanding of pricing and revenue drivers
  • Strong relationship-building and negotiation skills
  • Proven business development experience
  • Excellent communication skills

    • Our RewardsWe offer comprehensive benefits including healthcare, PTO, 401k match, parental leave, HSA contributions, wellness perks, and flexible work arrangements.

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