Sr Relationship Manager
Job Location:
New York City, NY - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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
Apex Fintech Solutions is currently seeking a Senior 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 Apexs services and products.
Duties/Responsibilities
Build and maintain strong long-lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions.
Ensure a high standard of client experience by proactively sharing product updates new services and tailored insights relevant to each clients business.
Conduct regular in-person client meetings (with associated travel) and consistently align on meeting agendas to ensure clients time is respected and productive. Prepare internal teams for all client interactions.
Map internal and external stakeholders and manage relationships up down and across organizations to advance business objectives.
Intake track and drive client requests to resolution coordinating internally to ensure prompt progress updates and successful outcomes.
Review and negotiate client contracts ensuring alignment with both client and AFS objectives.
Monitor analyze and report on client health growth profitability and KPIs.
Translate complex concepts into clear actionable insights for clients demonstrating strong written and verbal communication skills.
Proactively deepen industry expertise actively studying the sectors your clients operate in to anticipate emerging needs and opportunities.
Manage and mentor a team of 2-3 direct reports providing guidance motivation and professional development opportunities.
Demonstrate executive presence professionalism and a relentless focus on customer service and satisfaction in all client interactions.
Exhibit exceptional follow-through and problem-solving abilities ensuring client issues are promptly and effectively addressed.
Maintain up-to-date relevant records of client activity and insights within internal systems.
Education and/or Experience
Bachelors degree (or equivalent work experience) required; advanced degree preferred.
5 years experience in financial services fintech account management business consulting or business analysis. Experience managing large accounts is a plus.
FINRA Series 7 & Series 63 license(s) required
Strong leadership experience with prior responsibility managing small- to medium-sized teams.
Required Skills/Abilities
Ability to cultivate trust and rapport with clients and stakeholders at all levels.
Ability to analyze client data identify growth opportunities and develop actionable plans.
Skilled at translating complex concepts into clear easily understood information for clients.
Skilled at anticipating client needs and resolving issues with urgency and creativity.
Understanding of fintech industry trends products and client environments.
Proficient in MS 365 suite (Word Excel Powerpoint and Outlook)
Work Environment
This job operates in a hybrid office environment 3 days per week.
Up to 25% travel.
#customer service #mid-senior #full-time #lI-KD1 #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
$136400-$170500The 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.
Required Experience:
Manager
About Company
PEAK6 doesn't do anything the traditional way. Mainly because we're not your typical investment firm. We follow opportunities, not the status quo.
