Sr Relationship Manager

PEAK6; New York (NY); Hybrid; USD 136,000 - 171,000; Full time

Benefits offered by this job

Medical, dental, vision

EAP

401(k) match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Job summary

Apex Fintech Solutions is seeking a Senior Relationship Manager to proactively manage the client experience and educate clients on Apex services. You will build long-term relationships with major clients, share updates and insights, and coordinate cross-functional teams to meet client needs.

The role requires 5+ years in financial services or fintech, leadership experience, and FINRA licenses. Hybrid work with travel, competitive benefits, and growth opportunities.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 5+ years in financial services, fintech, or related roles.
• FINRA Series7 & Series63 licenses are required.

Responsibilities

• Build and maintain strong relationships with major clients and stakeholders.
• Share product updates, services, and tailored insights to clients.
• Lead regular client meetings with travel and productive agendas.
• Prepare internal teams for client interactions and requests.
• Monitor client health, growth, profitability, and KPIs.
• Negotiate contracts and align with client and company objectives.
• Manage and mentor a small team (2–3 direct reports).

Skills

Client relationship cultivation

Data analysis

Clear written/verbal communication

Industry trend knowledge

Microsoft 365 proficiency

Executive presence

Education

Bachelor’s degree

Advanced degree preferred

Tools

Microsoft 365

Job description

Senior Relationship Manager

About this role

Apex Fintech Solutions is currently seeking a Senior Relationship Manager to proactively manage the client experience by interfacing with AFS clients. The Relationship Manager will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products.

Responsibilities

• Build and maintain strong, long‑lasting relationships with major AFS clients and key stakeholders across client organizations and internal AFS divisions.
• 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.
• 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.
• Review and negotiate client contracts, ensuring alignment with both client and AFS objectives.
• Monitor, analyze, and report on client health, growth, profitability, and KPIs.
• Translate complex concepts into clear, actionable insights for clients, demonstrating strong written and verbal communication skills.
• Proactively deepen industry expertise, actively studying the sectors your clients operate in to anticipate emerging needs and opportunities.
• Manage and mentor a team of 2–3 direct reports, providing guidance, motivation, and professional development opportunities.
• Demonstrate executive presence, professionalism, and a relentless focus on customer service and satisfaction in all client interactions.
• Exhibit exceptional follow‑through and problem‑solving abilities, ensuring client issues are promptly and effectively addressed.
• Maintain up‑to‑date, relevant records of client activity and insights within internal systems.

Education and Experience

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 Series7 & Series63 license(s) required.

Strong leadership experience, with prior responsibility managing small‑to‑medium‑sized teams.

Key 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 the Microsoft365 suite (Word, Excel, PowerPoint, Outlook).

Work Environment

This job operates in a hybrid office environment—3 days per week in the office, with up to 25% travel.

Benefits

We offer a robust package of employee perks and benefits, including medical, dental and vision care, an Employee Assistance Program (EAP), competitive paid time off, a 401(k) match, parental leave, and HSA contribution match. We also provide a paid subscription to the Calm app and generous external learning and tuition reimbursement benefits.

Salary Range

$136,400‑$170,500 annual base salary. Exact compensation may vary based 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. 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.