Associate, Advisory Sales

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

The Associate, Advisory Sales is responsible for prospecting and bringing new sales opportunities to Apex. This person is communicative, disciplined, and thrives in a fast paced environment. They have the ability to learn and refine Apex’s value proposition and communicate it effectively to advisory prospects. They have an understanding of the competitive RIA custody solutions available to advisory firms and they refine understanding of how Apex compares. They will collaborate with sales directors to effectively transition information relating to qualified leads so the sales director can effectively progress the opportunity. The Associate, Advisory Sales has a “roll up their sleeves” mentality to help the sales director convert quality leads to opportunities. This person is responsible for growing the advisory sales team funnel. The Associate, Advisory Sales will work closely with the sales, client experience, and marketing teams to support acceleration of advisory NNA to Apex.   

• Generate ideal client profiles for Apex Advisory based on segmentation analysis and advisory firms who have chosen to custody with Apex. Generate strategies to Identify and reach similar companies that could benefit from a custody relationship with Apex.
• Regularly contact advisory prospects and confirm sales meetings.
• Communicate apex advisory value proposition. Ask a series of questions to uncover needs and business requirements advisory firms have of their custodian.
• Capture detailed notes and log information in CRM system
• Transition leads to sales directors, effectively communicating information relevant to efficiently advancing leads
• Share feedback with marketing team and leadership on what is working well and what could be improved as far as lead generation efforts.
• Execute tactical tasks and activities to support the implementation of business development initiatives.
• Accountable for delivery of tactical activity and lead conversion targets and KPIs

Education and/or Experience

• 5+ years of experience in business development or sales, preferably in the advisory industry.  
• Experience supporting sales department in fast paced environment

Required Skills/Abilities

• Discipline and drive to consistently reach out and educate advisory firms about Apex’s offering
• Series 7 license
• Excellent communication skills
• Ability to collaborate across various departments and functions.
• Strong networking and relationship-building skills.
• Proficiency in CRM software (ideally salesforce)

Work Environment

• This roles operates in an office environment.
• Willingness to travel as needed (up to 25%)

​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.