Sr Relationship Manager

About the role

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. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're 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 1,000 employees. Together, we're 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. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's 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 Apex's 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 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. Education and/or Experience 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. 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 wi