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Relationship Manager
(more about Peak6 Investment)
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Unfortunately Peak6 Investment has archived this job posting, they are no longer accepting applications.

Relationship Manager

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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast. 

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

Apex Clearing is currently seeking a Relationship Manager.  The Relationship Manager's role is to proactively interface with clients to manage the customer experience.  The Relationship Manager represents the correspondent’s needs to Apex as well as promoting Apex’s services and products to the customer.

Key Skills & Responsibilities:

  • Builds and maintains strong relationships with Apex correspondents as well as various internal departments and divisions at Apex
  • Collaborate with the top entities in the respective segment to formulate a collaborative yearly business plan
  • Define key stakeholders at each relationship and stay close to them
  • Ensures that a high level of service is maintained by keeping clients informed of any new developments, products, and all available services as they relate to their client business needs
  • Offers support to our correspondents and respond to clients’ needs in a proactive manner
  • Drive and track client requests to meet yearly goals and objectives
  • Keep relationship pulse metrics up to date and relevant
  • Monitor, analyze, and report on a client's financial performance and revenues on a monthly basis
  • Focus on growing both client and Apex revenue
  • Cross sell Apex products
  • Work with the clients to document, prioritize, and report on top issues and requests (Operational and Technological)
  • Represent clients needs and be their advocate with internal teams.  Ensure tasks are completed in a proactive and timely manner
  • Ability to retain and manage each of the assigned relationships in a variety of ways, including face-to-face meetings, zoom meetings, phone calls and emails

Required Background/Experience:

  • 5+  years industry & clearing experience
  • Bachelor’s degree required, MBA is a plus
  • An active Series 7 license
  • Strong executive presence and relationship building skills
  • Strategic thinker
  • Strong interpersonal skills and ability to connect
  • Effective presentation, influence and negotiation skills
  • Exceptional follow through and problem-solving skills
  • Displays a relentless focus on customer service and customer satisfaction
  • Comprehensive understanding of pricing and revenue drivers
  • Experienced business development track record
  • Excellent written and oral communication skills
  • In touch with industry trends 

#LI-MJ1

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