Sr Relationship Manager

About the role

Apex Fintech Solutions is seeking a Senior Relationship Manager to manage client experiences and interface with AFS clients. Key responsibilities include:

• Building and maintaining strong, long-lasting relationships with major AFS clients and key stakeholders.
• Ensuring a high standard of client experience through proactive sharing of product updates, new services, and tailored insights.
• Conducting regular in-person client meetings and aligning on meeting agendas.
• Preparing internal teams for client interactions and managing relationships across organizations.
• Intaking, tracking, and driving client requests to resolution.
• Reviewing and negotiating client contracts to align with both client and AFS objectives.
• Monitoring, analyzing, and reporting on client health, growth, profitability, and KPIs.
• Translating complex concepts into clear, actionable insights for clients.
• Proactively deepening industry expertise and anticipating client needs and opportunities.
• Managing and mentoring a team of 2-3 direct reports.
• Exhibiting exceptional follow-through and problem-solving abilities in client interactions.
• Maintaining up-to-date records of client activity and insights.

Requirements

• 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.

Skills and 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).

Education

A bachelor’s degree (or equivalent work experience) is required; an advanced degree is preferred.

Work Environment

This job operates in a hybrid, office environment 3 days per week. Up to 25% travel may be required.

Rewards

• Competitive PTO
• 401k match
• Parental leave
• HSA contribution match
• Paid subscription to the Calm app
• External learning and tuition reimbursement benefits

Salary Range

The annual base salary range for this position is $136,400-$170,500. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.