Relationship Manager - Apex Fintech Solutions : Job Details

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

Apex Fintech Solutions is currently seeking a 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.

• Builds and maintains strong relationships with AFS clients as well as various internal AFS departments and divisions.
• Develops strong understanding of how each client views and collaborates with Apex. Identifies next steps to improve the experience with Apex.
• Regularly travels to meet with clients in person.
• Develops understanding of who the key internal AFS and external client stakeholders are and is able to effectively manage up, down and across organizations to progress client relationships.
• Aligns with clients on agendas in advance of meetings to ensure clients feel meetings are an effective use of time. Ensures the AFS team is prepared for meetings and is set up for success.
• Ensures that a high level of client experience is maintained by keeping clients informed of new developments, products, and all available services as they relate to the needs of our clients.
• Takes in and tracks client requests and is accountable for working across the AFS organization to ensure requests are resolved and progress is communicated effectively to clients.
• Keeps key information on client relationships up to-date and relevant.
• Reviews and negotiates contracts with clients.
• Strong level of executive presence and professionalism.
• Monitors, analyzes, and reports on clients' growth, profitability, and other KPIs.
• Strong communicator who can learn quickly and explain concepts in a way that is easy to understand to clients.
• Is a learner who actively studies the industry their clients operate within and seeks to improve their understanding of the businesses they serve.
• Exceptional follow-through and problem-solving skills.
• Displays a relentless focus on customer service and customer satisfaction.

• 5+ years industry experience. Large account management, business consulting, business analyst experience is a plus.
• Bachelor's degree required; MBA is a plus.
• FINRA Series 7 & and Series 63 license preferred at time of hire (otherwise candidates required to obtain within 90 days of initial employment)

• This job operates in a hybrid, office environment 3 days per week.

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 $107,800-$134,750

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.