Director, Relationship Management
About The Position
Apex Fintech Solutions is hiring a Director, Relationship Management to cultivate and maintain relationships with its most important clients. Reporting directly to the Head of Relationship Management, this role builds profitable relationships with strategic client accounts and delivers tailored financial solutions. The successful candidate will use financial-services industry knowledge to drive revenue growth and client satisfaction. The role serves as the primary contact for enterprise clients, develops strategic account plans, leads quarterly business reviews, and coordinates with internal teams to deliver appropriate service levels. It also identifies business-development opportunities, supports tailored product offerings, and monitors market and client trends. The Director leads and develops relationship-management staff, oversees client and compliance risks, and drives financial performance, client retention, revenue growth, and operational efficiency. The position operates in an office environment three days a week under the company’s return-to-office policy and may require up to 35% travel. The company describes its schedule for most roles as hybrid, with flexibility to work from home and from 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 in 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 credential.
- Previous leadership or high-level management experience within a banking or financial services organization.
- Demonstrated success designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth.
Responsibilities
- Serve 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 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 informed about industry trends and competitive pressures.
- Lead, coach, and mentor relationship-management staff to meet 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.
- Work with risk officers to ensure compliance with regulatory requirements and internal policies.
- Lead resolution of complex client issues that could pose a risk to the company.
- Monitor and report financial performance against targets and budgets.
- Drive client retention and relationship expansion to meet or exceed financial objectives.
- Propose and implement strategies to improve profitability and operational efficiency.
- Increase revenue from existing enterprise clients and from the total supervised book of business.
Benefits
- Healthcare benefits, including medical, dental, vision, and EAP.
- Competitive paid time off.
- 401(k) match.
- Parental leave.
- HSA contribution match.
- Paid subscription to the Calm app.
- External learning benefits.
- Tuition reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Director
