Director, Relationship Management

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22 million end customers.

At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.

Together were shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. grit results empathy accountability and teamwork with Apex.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

Job Summary:

The Director Relationship Managment will be responsible for cultivating and maintaining relationships with our most important clients. Reporting directly to the Head of Relationship Management this role is designed to build and enhance profitable relationships with strategic client accounts ensuring the delivery of tailored financial solutions that meet their unique needs. The ideal candidate will be proficient in the financial services sector with a track record of leveraging deep industry knowledge to drive revenue growth and client satisfaction.

Key Responsibilities:

• Client Relationship Management:
  • Act as the primary contact for enterprise clients prioritizing and addressing their financial needs and concerns.
  • Develop and execute strategic account plans that position the company as a trusted advisor.
  • Lead quarterly business reviews with clients to discuss performance metrics goal alignment achievements and solutions to their challenges.
  • Work closely with Service Management and Account Management to ensure the delivery of optimum service levels to clients through coordination with internal teams such as credit operations and compliance.
• Strategic Business Development:
  • Identify opportunities to enhance profitability and deepen client engagements through strategic initiatives and solutions.
  • Collaborate with colleagues in product development and marketing to tailor offerings that will attract and retain clients.
  • Conduct detailed market and client research to remain ahead of industry trends and competitive pressures.
• Team Leadership and Development:
  • Lead coach and mentor relationship management staff to achieve performance targets.
  • Promote an inclusive and collaborative team environment that encourages innovation and continuous improvement.
  • Regularly evaluate team structure and operational processes to drive efficiency and service excellence.
• Risk Management:
  • Monitor client portfolios to anticipate and mitigate financial and compliance risks.
  • Collaborate with risk officers to ensure alignment with all regulatory requirements and internal policies.
  • Lead the resolution of complex client issues that may pose a risk to the company.
• Financial Performance:
  • Monitor and report on financial performance against targets and budgets.
  • Drive the retention and expansion of relationships to meet or exceed financial objectives.
  • Propose and implement strategies to improve profitability and operational efficiency.
  • Increase Revenue with existing clients for enterprise clients
  • Increase revenue for total book of business under their supervision

Education and Experience:

• Bachelors degree in Business Administration Finance or a related field.
• 10 years of experience in relationship management or related field within the financial services industry.
• FINRA SIE Series 7 & and Series 63 license required
• Proven experience in managing and growing relationships with large complex accounts.

Preferred Qualifications:

• Masters Degree in Business Administration Management or a related field.
• CFA certification or similar is highly desirable.
• Previous experience in a leadership or high-level management role within a banking or financial services organization.
• Demonstrated success in designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth

Knowledge Skills and Abilities:

• Exceptional interpersonal and communication skills capable of engaging with executives and other high-level stakeholders.
• Strong analytical skills with a proficiency in utilizing financial data to make informed decisions and recommendations.
• Advanced knowledge of financial products and market dynamics.
• Proven leadership abilities and a track record in strategic planning and execution.
• High degree of professionalism and an ethical approach in negotiations and client interactions.

Work Environment:

• This job operates in an office environment 3 days a week per RTO policy.
• This job may require up to 35% travel.

#LI-KD1 #full-time #director #customerservice #sales #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

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.