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, 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 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 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.

Duties/Responsibilities

• Builds and maintains strong relationships with Apex clients as well as various internal departments and divisions

• Collaborates with the top entities in the respective segment to formulate a collaborative yearly business plan

• Defines and builds strong relationships with key stakeholders in each relationship

• Ensures that a high level of service is maintained by keeping clients informed of any new developments, products, and all available services as they relate to their client business needs

• Drives and tracks client requests to meet yearly goals and objectives

• Keeps relationship pulse metrics up to-date and relevant

• Reviews and negotiates contracts with clients

• Monitors, analyzes, and reports on clients’ financial performance and revenues on a monthly basis

Education and/or Experience

• Bachelor’s degree required; MBA is a plus

• 5-8 years of financial services, client support, or account management experience in a related field

• FINRA Series 7 and Series 63 license preferred at time of hire (otherwise, candidates required to obtain within 90 days of initial employment)

Required Skills/Abilities

• Ability to foster strong relationships with clients and internal departments

• Confident public speaking and presentation skills

• Effective discovery, presentation, influence, and negotiation skills

• Excellent written and oral communications skills

• Excellent data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools.

• Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers

• Strong relationship building skills with internal partners in order to gain buy-in and agreement

Work Environment

• This job operates in an office environment.

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.

#customer service #mid-senior #full-time #LI-JC1 #APEX

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.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We'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.