Director, Relationship Management

Apex Fintech Solutions • Austin, TX

11d • $171,310 - $214,137 • Hybrid

About The Position

The Director, Relationship Management cultivates and maintains relationships with Apex Fintech Solutions’ most important clients. Reporting directly to the Head of Relationship Management, this role builds and enhances profitable relationships with strategic client accounts and ensures delivery of financial solutions tailored to client needs. The role requires financial-services expertise and a track record of using industry knowledge to drive revenue growth and client satisfaction.

The Director serves as the primary contact for enterprise clients, develops strategic account plans, leads quarterly business reviews, and coordinates with internal teams to provide appropriate service levels. The position also identifies business-development opportunities, leads and develops relationship management staff, monitors client and compliance risks, and drives financial performance and growth across the assigned book of business.

The position operates in an office environment three days a week under the RTO policy and may require up to 35% travel. Apex describes its schedule for most roles as hybrid, with flexibility to work from home and a primary office.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.
• At least 10 years of experience in relationship management or a related field within the financial services industry.
• FINRA SIE, Series 7, and Series 63 licenses are required.
• Proven experience managing and growing relationships with large, complex accounts.
• Exceptional interpersonal and communication skills, including the ability to engage executives and other high-level stakeholders.
• Strong analytical skills and proficiency using financial data to make informed decisions and recommendations.
• Advanced knowledge of financial products and market dynamics.
• Proven leadership abilities and a track record in strategic planning and execution.
• High degree of professionalism and an ethical approach to negotiations and client interactions.

Nice To Haves

• Master's degree in Business Administration, Management, or a related field.
• CFA certification or similar.
• Previous experience in a leadership or high-level management role within a banking or financial services organization.
• Demonstrated success designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth.

Responsibilities

• Act as the primary contact for enterprise clients and address their financial needs and concerns.
• Develop and execute strategic account plans that position the company as a trusted advisor.
• Lead quarterly business reviews covering performance metrics, goal alignment, achievements, and solutions to client challenges.
• Coordinate with Service Management, Account Management, credit, operations, compliance, and other internal teams to deliver appropriate client service levels.
• Identify opportunities to improve profitability and deepen client engagements through strategic initiatives and solutions.
• Collaborate with product development and marketing colleagues to tailor offerings that attract and retain clients.
• Conduct market and client research to stay ahead of industry trends and competitive pressures.
• Lead, coach, and mentor relationship management staff to achieve performance targets.
• Promote an inclusive, collaborative team environment that supports innovation and continuous improvement.
• Evaluate team structure and operational processes to improve efficiency and service excellence.
• Monitor client portfolios to anticipate and mitigate financial and compliance risks.
• Collaborate with risk officers to ensure alignment with regulatory requirements and internal policies.
• Lead resolution of complex client issues that may pose a risk to the company.
• Monitor and report financial performance against targets and budgets.
• Drive retention and expansion of client relationships to meet or exceed financial objectives.
• Propose and implement strategies to improve profitability and operational efficiency.
• Increase revenue from existing enterprise clients and across the total book of business under supervision.

Benefits

• Healthcare benefits, including medical, dental, vision, and EAP.
• Competitive paid time off.
• 401(k) match.
• Parental leave.
• HSA contribution match.
• Paid Calm app subscription.
• External learning benefits.
• Tuition reimbursement.
• Hybrid work schedule for most roles, with flexibility to work from home and a primary office.

What This Job Offers

• Job Type: Full-time
• Career Level: Director