Relationship Manager, Advisory

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

Apex Fintech Solutions is currently seeking a Relationship Manager, Advisory to proactively manage the customer experience by interfacing with advisory clients.  The Relationship Manager will represent the client needs to stakeholders within Apex and will promote Apex's services and products to the customer.

Key Skills and Responsibilities:

• Builds and maintains strong relationships at the executive and strategic level with our clients 
• Develop annual business plan for client revenue and asset growth
• Ensure that clients are enabled to grow by continuously informing them of any new developments, products, and all available services as they relate to their client business needs
• Create a partnership between the client and Apex as a firm in general 
• Offer support to our clients and respond to client's needs in a proactive manner
• Drive and track client requests to meet yearly goals and objectives
• Keep relationship pulse metrics up to-date and relevant
• Review and negotiate contracts with clients
• Monitor, analyze, and report on clients’ financial performance and revenues on a monthly basis
• Collaborate with clients to document, prioritize, and report operational and technological issues and requests

Retain and manage each of the assigned relationships

• Ability to manage enterprise/top tier client relationships
• Drive revenue generating opportunities through additional products, strategies, efficiencies for assigned clients
• Drive coordination and product solutioning internally to help solve client problems

Required background experience:

• 5+ years industry and clearing experience
• 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)
• 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 customer service and customer satisfaction
• 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

​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

$98,000-$122,500

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.