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Apex Fintech Solutions · 3 days ago

Senior Relationship Manager

New York, NY

Full-time

Hybrid

Senior Level

$136K/yr - $170K/yr

5+ years exp

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily to facilitate access to financial markets. They are seeking a Senior Relationship Manager to manage client experiences, build strong relationships, and ensure a high standard of service by educating clients on their products and services.

Financial Services

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 client’s 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

Qualification

FINRA Series 7FINRA Series 63Financial services experienceClient relationship managementData analysisLeadership experienceFintech trendsMS 365 proficiencyCommunication skillsProblem-solving abilities

Required

Bachelor's 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

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)

Benefits

Healthcare benefits (medical, dental and vision, EAP)

Competitive PTO

401k match

Parental leave

HSA contribution match

Paid subscription to the Calm app

Generous external learning and tuition reimbursement benefits

Hybrid work schedule

Company

Apex Fintech Solutions

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.

Founded in 2012

Dallas, Texas, US

501-1000 employees