Relationship Manager

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.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, and Belfast.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 Awards2021 Most Innovative Companies - presented by Fast Company2021 Best API & Best Trading Technology - presented by Global Fintech AwardsAbout This RoleKey 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 growthEnsure 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 needsCreate 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 mannerDrive and track client requests to meet yearly goals and objectivesKeep relationship pulse metrics up to-date and relevantReview and negotiate contracts with clientsMonitor, analyze, and report on clients’ financial performance and revenues on a monthly basisCollaborate with clients to document, prioritize, and report operational and technological issues and requestsRetain and manage each of the assigned relationshipsAbility to manage enterprise/top tier client relationshipsDrive revenue generating opportunities through additional products, products, efficiencies for assigned clientsDrive coordination and product solutioning internally to help solve client problemsRequired background experience:5+ years industry and clearing experienceBachelor’s degree required; MBA is a plusFINRA 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 segmentIn touch with industry trends and shiftsExceptional follow-through and problem-solving skillsDisplays a relentless focus on customer service and customer satisfactionComprehensive understanding of pricing and revenue driversStrong executive presence and relationship-building skillsStrategic thinkerStrong interpersonal skills and ability to connectEffective presentation, influence, and strong negotiation skillsExperienced business development track recordExcellent written and oral communication skillsPlease 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 RewardsWe 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-$122,500The 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.Diversity, Equity, Inclusion, and Belonging (DEIB) CommitmentWe're looking for all kinds of people.At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.