Director, Relationship Management

peak6group; New York (NY); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

Apex Fintech Solutions in New York seeks a Director of Relationship Management to lead and grow our strategic enterprise accounts. You will cultivate trusted advisory relationships, align financial solutions to client goals, and drive revenue growth across complex portfolios.

Reporting to the Head of Relationship Management, you will develop account plans, lead quarterly business reviews, coordinate with product, risk, and operations teams, and mentor a high-performing team to deliver

Qualifikationen

• Bachelor's degree in Business Administration, Finance or related field.
• 10+ years in relationship management within financial services.
• FINRA SIE, Series 7 and Series 63 licenses required.
• Proven success managing and growing large, complex accounts.

Aufgaben

• Cultivate and maintain relationships with enterprise clients.
• Develop and execute strategic account plans to position the company as a trusted advisor.
• Lead quarterly business reviews with clients to discuss performance metrics and opportunities.
• Coordinate with risk, operations, credit and compliance to ensure service excellence.
• Drive revenue growth and profitability through client initiatives and cross-sell.
• Mentor relationship management staff and promote a collaborative team environment.

Kenntnisse

Relationship management

Financial services knowledge

Strategic thinking

Leadership

Sales orientation

Ausbildung

Bachelor's degree in Business Admin/Finance

Master's degree (preferred)

Jobbeschreibung

WHO WE ARE

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. Here are just a few of the many awards we've recently received:

• 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 - Presented by CNBC

ABOUT THIS ROLE

Job Summary:

The Director, Relationship Managment will be responsible for cultivating and maintaining relationships with our most important clients. Reporting directly to the Head of Relationship Management, this role is designed to build and enhance profitable relationships with strategic client accounts, ensuring the delivery of tailored financial solutions that meet their unique needs. The ideal candidate will be proficient in the financial services sector with a track record of leveraging deep industry knowledge to drive revenue growth and client satisfaction.

Key Responsibilities

• Client Relationship Management: 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.


• Strategic Business Development: 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.


• Team Leadership and Development: 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.


• Risk Management: 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.


• Financial Performance: 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.

Education and Experience:

• 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.

Preferred Qualifications:

• Master's Degree in Business Administration, Management, or a related field.


• CFA certification or similar is highly desirable.


• Previous experience in a leadership or high-level management role within a banking or financial services organization.


• Demonstrated success in designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth

Knowledge, Skills, and Abilities:

• Exceptional interpersonal