Relationship Manager, Institutional

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, Institutional to proactively manage the client experience by interfacing with AFS institutional clients. The Relationship Manager will represent the client needs of stakeholders within Apex and will educate clients on Apex's services and products.

Duties/Responsibilities

• 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.

• Learner who consumes industry news, podcasts, trends that relates to the clients they serve

• Exceptional follow-through and problem-solving skills

• Displays a relentless focus on customer service and customer satisfaction

 
Education and/or Experience

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

• 5+ years industry experience. Large account management, business consulting, business analyst experience is a plus.

• FINRA Series 7 and Series 63 license(s) required (candidates required to obtain within 90 days of initial employment if licenses are not currently held)

Required Skills/Abilities

• Deep knowledge of their respective business segment and management portfolio

• Familiar 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- and medium-sized teams

#customer service #mid-senior #full-time #LI-XX1 #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

$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.