Peak6group

Peak6group

Sr Relationship Manager

New York City, NY · Senior · Full-time

Sponsorship not specified$136k-$171kDetected 31 days ago
Account ManagementExcelCustomer SupportLeadershipCommunicationProblem SolvingMicrosoft Office

About the role

  • 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.

Responsibilities

  • 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.
  • When you're at Apex, you drive this change.
  • Build and maintain strong, long-lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions.
  • 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.
  • Manage and mentor a team of 2-3 direct reports, providing guidance, motivation, and professional development opportunities.
  • Maintain up-to-date, relevant records of client activity and insights within internal systems.
  • Apex Fintech Solutions is currently seeking a Senior Relationship Manager to proactively manage the client experience by interfacing with AFS clients.

Requirements

  • ​ 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.
  • FINRA Series 7 & Series 63 license(s) required
  • Required Skills/Abilities
  • Ability to cultivate trust and rapport with clients and stakeholders at all levels.

Nice to have

  • 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.

Skills

  • Translate complex concepts into clear, actionable insights for clients, demonstrating strong written and verbal communication skills.

Compensation

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

Benefits

  • Monitor, analyze, and report on client health, growth, profitability, and KPIs.
  • We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
  • Disability Statement

Company info

  • 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.
  • 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.
  • 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.
  • Win together.

Equal opportunity

  • If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
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