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About the Role
The Director, Relationship Management will cultivate and maintain relationships with key clients, acting as a primary contact for enterprise clients. This role focuses on building and enhancing profitable relationships with strategic client accounts, ensuring the delivery of tailored financial solutions. The ideal candidate will leverage deep industry knowledge to drive revenue growth and client satisfaction, reporting directly to the Head of Relationship Management.
Responsibilities
- Act as the primary contact for enterprise clients, prioritizing and addressing their financial needs and concerns.
- Develop and execute strategic account plans that position the company as a trusted advisor.
- Lead quarterly business reviews with clients to discuss performance metrics, goal alignment, achievements, and solutions to their challenges.
- Work closely with Service Management and Account Management to ensure the delivery of optimum service levels to clients through coordination with internal teams such as credit, operations, and compliance.
- Identify opportunities to enhance profitability and deepen client engagements through strategic initiatives and solutions.
- Collaborate with colleagues in product development and marketing to tailor offerings that will attract and retain clients.
- Conduct detailed market and client research to remain ahead of industry trends and competitive pressures.
- Lead, coach, and mentor relationship management staff to achieve performance targets.
- Promote an inclusive and collaborative team environment that encourages innovation and continuous improvement.
- Regularly evaluate team structure and operational processes to drive efficiency and service excellence.
- Monitor client portfolios to anticipate and mitigate financial and compliance risks.
- Collaborate with risk officers to ensure alignment with all regulatory requirements and internal policies.
- Lead the resolution of complex client issues that may pose a risk to the company.
- Monitor and report on financial performance against targets and budgets.
- Drive the retention and expansion of relationships to meet or exceed financial objectives.
- Propose and implement strategies to improve profitability and operational efficiency.
- Increase revenue with existing clients for enterprise clients.
- Increase revenue for “total book of business” under their supervision.
Requirements
- Bachelor's degree in Business Administration, Finance, or a related field.
- 10+ years of experience in relationship management or related field within the financial services industry.
- FINRA SIE, Series 7 & and Series 63 license required.
- Proven experience in managing and growing relationships with large, complex accounts.
- Master's Degree in Business Administration, Management, or a related field (Preferred).
- CFA certification or similar is highly desirable.
- Previous experience in a leadership or high-level management role within a banking or financial services organization (Preferred).
- Demonstrated success in designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth (Preferred).
Skills
- Exceptional interpersonal and communication skills, capable of engaging with executives and other high-level stakeholders.
- Strong analytical skills with a proficiency in utilizing financial data to make informed decisions and recommendations.
- Advanced knowledge of financial products and market dynamics.
- Proven leadership abilities and a track record in strategic planning and execution.
- High degree of professionalism and an ethical approach in negotiations and client interactions.
Location
- Office environment 3 days a week
Work Type
- Hybrid work schedule
- Full-time
Experience Level
- 10+ years of experience
- Director
Education Level
- Bachelor's degree in Business Administration, Finance, or a related field
- Master's Degree in Business Administration, Management, or a related field (Preferred)
- CFA certification or similar is highly desirable
Salary/Compensations
- $171,310-$214,137
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
About the Company
- 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.
- 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 - CNBC
Equal Opportunity
- 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.
- 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.
- If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
- We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.