Strategic Client Growth Manager

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

Apex Fintech Solutions is seeking a Strategic Client Growth Manager to proactively manage the client experience by interfacing with Apex clients. This role will represent the client needs to stakeholders within Apex and will educate clients on Apex's services and products.

 
Duties/Responsibilities

• Forges relationships within key client accounts including the various economic, technical, and operational buyers within those accounts. Effectively manages up, down and across client organizations 

• Regularly travels to meet with clients in person and encourages client attendance at Apex hosted events 

• Builds and maintains strong relationships with various internal AFS departments and divisions. 

• Identify opportunities for client account growth and retention and coordinates with internal teams at Apex to implement growth strategies

• Identifies centers of influence and cultivates strategies to collaborate with these centers of influence in an effort to combine strengths to grow client relationships 

• Collaborate with Head of Relationship Management to establish and monitor key performance indicators. 

• Gain strong understanding of client P&L.  Propose and educate the organization on business proposals to better support client growth and communicate the impact these decisions have on client P&L. 

• Monitors, analyzes, and reports on clients’ growth, profitability, and other KPIs

• Generate plans to move key clients up the buy / sell hierarchy, understanding how each client views and collaborates with Apex. Continuously evaluate ways to improve Apex’s position with the client  

• Ensures the AFS team is prepared for meetings and is set up for success. 

• Ensures that a high level of client experience is maintained by keeping clients informed of new developments, products, and all available services as they relate to the needs of our clients 

• Keeps key information on client relationships up to-date and relevant

• Reviews and negotiates contracts with clients and manages business requests from clients that have significant economic impact. 

• Strong level of executive presence and professionalism 

• Strong communicator who can learn quickly and explain concepts in a way that is easy to understand to clients.

• Exceptional organizational skills, follow-through and problem-solving skills

Education and/or Experience

• Bachelor’s degree (or equivalent experience) required; MBA is a plus

• 10+ years industry experience required; large account management, business consulting, business analyst experience is a plus. 

• FINRA Series 7 & and Series 63 license required (otherwise candidates required to obtain within 90 days of employment)

Required Skills/Abilities

• Deep knowledge of their respective business segment and management portfolio

• Familiar with industry trends and shifts

• Exceptional follow-through and problem-solving skills

• Displays a relentless focus on proactive client interactions

• Comprehensive understanding of pricing and revenue drivers

• Strong executive presence and relationship-building skills

• Strategic thinker

• Strong interpersonal skills and ability to connect

• Effective presentation, influence, and strong negotiation skills

• Experienced business development track record

• Excellent written and oral communication skills

• Strong leadership skills with experience managing small- and medium-sized teams

Work Environment

• This job operates in a hybrid, office environment 3 days per week

• Up to 25% travel.

#customer service #mid-senior #full-time #LI-KD1 #APEX

​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. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

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. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

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.

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.