Mgr, Client Communications

APEX Fintech Services•New York City, TX

6h•Hybrid

About The Position

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. Apex is seeking a Manager, Client Communications to lead and streamline client communications in a fast-paced environment. Apex is seeking a builder with a solution-oriented mindset to develop innovative strategies for client engagement through communications. This individual is highly adaptable in fast-changing environments and capable of remaining composed under pressure, especially while managing urgent / time sensitive communications to clients. This role involves building and refining communication processes, collaborating laterally to unify messaging strategies across teams, and ensuring client communication is timely, effective, and tailored to client needs. The ideal candidate will have a strong ability to distill complex, technical information into easily understandable formats. This role requires significant cross-functional collaboration and influence.

Requirements

Bachelor's degree in Communications, Business, Finance, or related other related fields (or equivalent work experience) required
5+ years of experience managing client communications in the financial services or fintech industries
Exceptional writing and communication skills with experience drafting client communications on sensitive or technical topics.
Demonstrated ability to tailor messaging to diverse audiences, from highly technical teams to executive client stakeholders.
Familiarity with financial products, technology platforms, and compliance and regulatory requirements related to client-facing communications in financial services.
Ability to leverage data and analytics to assess the impact of communication strategies and make continuous improvements.
Strong organizational and project management capabilities to oversee processes, calendars, and approval workflows.
Ability to navigate complex organizations, manage multiple priorities, and align stakeholders across teams.
Proficiency in managing clients’ contact databases and implementing strategies tailored to individual roles.
Problem-solving mindset, proactive thinking, and exceptional attention to detail.
Demonstrated ability to influence laterally, forging partnerships across teams to drive results independently.
Commitment to ensuring the quality, timing, and professionalism of all communication activities.
Highly communicative and collaborative, with the ability to ask incisive questions to gather and clarify information.
Flexible and available outside standard hours to ensure clients receive timely communications in urgent situations.
A builder mindset, equipped to create and establish communication frameworks from the ground up.

Nice To Haves

2+ years of people management experience preferred
FINRA SIE, Series 7, or Series 24 License(s) preferred
Experience managing client communication databases (e.g., Salesforce or other CRM tools).
Experience with creating scalable messaging frameworks or templates for large client bases.
Experience with building processes and functions in a fast-paced and dynamic environment.

Responsibilities

Manage client communications holistically, aligning strategies across Apex teams to deliver information and clear messages to clients.
Design and oversee a comprehensive client communication calendar to ensure coordinated, scheduled updates to clients
Develop a strategy to tailor communications for different client contact roles, ensuring relevance and resonance.
Identify modalities in which communications are delivered. As an example, collaborate with the product team to incorporate client notifications seamlessly into the user experience of Apex Ascend technology.
Maintain distribution lists with firm characteristics and role types so recipients receive revenant communications
Partner across internal teams (e.g., product, marketing, product marketing, and operations) to coordinate how Apex communicates our most important updates and initiatives effectively.
Work with product and product marketing to ensure there are appropriate talking points and/or content related to operational topics.
Draft and edit tailored communications for clients and manage a communications approval process including compliance, key stakeholders, and marketing reviews.
Engage with technical subject matter experts to translate complex concepts into clear, client-friendly communications.
Design scalable communication processes that address evolving client and company needs.
Build processes for internal alignment, including information intake, communication drafting, distribution, and tracking communications sent.
Develop and refine internal systems and strategies to align communications across Apex teams.
Lead the AIM (Apex Information Message) process to deliver time-sensitive notifications, often collaborating across teams under tight deadlines.
Maintain and refine an up-to-date communications contact database, ensuring accurate client information and respect for their preferences.