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Apex Fintech Solutions · 9 hours ago

Director, Relationship Management

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$166K/yr - $208K/yr

10+ years exp

Apex Fintech Solutions is a global organization that powers innovation in digital wealth management. The Director, Relationship Management is responsible for leading the relationship management team, developing strategies for client interactions, and ensuring alignment with business goals to enhance client satisfaction and drive continuous improvement.

Financial Services

Responsibilities

Develop and implement comprehensive relationship management strategies that align with the organization's overall business plans and objectives

Oversee and enhance interactions with existing clients, ensuring high standards of service and maximizing client satisfaction

Lead, mentor, and coach relationship managers with a focus on enhancing their professional development and achieving team goals

Mediate and resolve complex issues with clients diplomatically and professionally, safeguarding the organization’s interests while maintaining beneficial relationships

Establish and monitor key performance indicators for relationship management activities, ensuring objectives are met and implementing improvements as necessary

Work closely with other departments, including sales, marketing, and product development teams to ensure a cohesive approach to client relationships

Identify opportunities for client account growth and coordinate with internal teams to implement growth strategies

Provide detailed reports on the status of client relationships and team performance to senior management, ensuring transparency and timely communication of key issues

Qualification

Relationship managementClient negotiationStrategic planningFINRA Series 7Leadership experienceClient satisfaction focusInterpersonal skillsProblem-solving skillsCommunication skills

Required

Bachelor's degree in Business Administration, Marketing, Communications, or a related field (or equivalent work experience) required

10+ years of experience in relationship management or client services

5+ years in a leadership role within a high-paced industry

Proven track record of leading relationship management teams in a dynamic environment

Experience in strategic planning and client management at the executive level

FINRA Series 7 and 63 License(s) required

Advanced understanding of the industry and market trends affecting relationship management

Ability to inspire and lead teams effectively, setting clear goals and expectations

Demonstrated ability to manage large, complex client portfolios and relationships

Exceptional interpersonal and verbal/written communication skills, capable of engaging effectively with diverse stakeholder groups

Strong problem-solving skills and the ability to make data-driven decisions

Proven capability in handling negotiations with high-stakes clients with finesse and strategic acumen

Capacity to adjust strategies in response to new information, changing conditions, or unexpected obstacles

Deep commitment to client satisfaction and the ability to anticipate client needs and tailor services accordingly

Preferred

Master's degree in Business Administration or a relevant field preferred

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