Director, Relationship Management

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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

The Director, Relationship Management is responsible for leading and guiding the relationship management team to foster long-term, productive relationships with clients. This role involves strategic oversight of client interactions, development and execution of relationship management strategies, and ensuring the team's alignment with business goals and objectives. The Director will actively participate in client negotiations, manage high-level conflicts, and use insights to drive continuous improvement and client satisfaction. 

Duties/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. 

Education and/or Experience

• Bachelor’s degree in Business Administration, Marketing, Communications, or a related field (or equivalent work experience) required; Master’s degree in Business Administration or a relevant field preferred

• 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

Required Skills/Abilities

• 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 hig