Sr Relationship Manager
Apex Fintech SolutionsNew York, New York, United States
Posted February 11, 2026
136400 - 170500 USD
Full Time
About the Company
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com. Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
Job Description
Apex Fintech Solutions is seeking a Senior Relationship Manager to manage client experiences, build strong relationships, and educate clients on Apex's services and products.
Requirements
- 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.
- FINRA Series 7 & Series 63 license(s) required
- Strong leadership experience, with prior responsibility managing small- to medium-sized teams.
Benefits
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- external learning and tuition reimbursement benefits