Director, Wealth Solutions, Products, and Partnerships

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 of Wealth Solutions, Products, and Partnerships serves as the primary business architect for Apex's wealth initiatives, driving strategic growth through innovative product development and key partnerships. This role is responsible for designing and implementing comprehensive wealth solutions, establishing strategic partnerships with product providers, and creating new revenue streams. The position requires a unique blend of business acumen, technical understanding, and relationship management skills to expand Apex's wealth management ecosystem and drive market leadership. 

Key Responsibilities: 
 
Strategic Leadership: 

• Drive the strategic vision and roadmap for Apex's wealth solutions portfolio 

• Architect comprehensive wealth management solutions that address market needs and create competitive advantages 

• Identify and capitalize on market opportunities to expand Apex's wealth management offerings 

• Lead the development of business cases and strategic initiatives to drive growth 

Partnership Development: 

• Establish and maintain strategic partnerships with key product providers across: 

• Mutual Fund companies 

• ETF providers 

• Managed Account platforms 

• Alternative Investment providers 

• Other financial product distributors 

• Create and optimize partnership economics to drive revenue growth 

• Negotiate partnership agreements and maintain strong relationship governance 

Product Innovation: 

• Design and implement tailored product distribution programs 

• Drive product innovation to meet evolving market demands 

• Oversee the development of new wealth management solutions 

• Create differentiated value propositions for various market segments 

Business Development: 

• Partner with Relationship Managers and Sales Directors to position Apex Wealth Solutions 

• Develop compelling presentation materials and sales strategies 

• Lead strategic client and prospect meetings 

• Create and deliver thought leadership content to support market positioning