About this role
ABOUT THIS ROLE
Job Summary
The Director, Relationship Managment will be responsible for cultivating and maintaining relationships with our most important clients. Reporting directly to the Head of Relationship Management, this role is designed to build and enhance profitable relationships with strategic client accounts, ensuring the delivery of tailored financial solutions that meet their unique needs. The ideal candidate will be proficient in the financial services sector with a track record of leveraging deep industry knowledge to drive revenue growth and client satisfaction.
Key Responsibilities
- Client Relationship Management:
- Act as the primary contact for enterprise clients, prioritizing and addressing their financial needs and concerns.
- Develop and execute strategic account plans that position the company as a trusted advisor.
- Lead quarterly business reviews with clients to discuss performance metrics, goal alignment, achievements ,and solutions to their challenges.
- Work closely with Service Management and Account Management to ensure the delivery of optimum service levels to clients through coordination with internal teams such as credit, operations, and compliance.
- Strategic Business Development:
- Identify opportunities to enhance profitability and deepen client engagements through strategic initiatives and solutions.
- Collaborate with colleagues in product development and marketing to tailor offerings that will attract and retain clients.
- Conduct detailed market and client research to remain ahead of industry trends and competitive pressures.
- Team Leadership and Development:
- Lead, coach, and mentor relationship management staff to achieve performance targets.
- Promote an inclusive and collaborative team environment that encourages innovation and continuous improvement.
- Regularly evaluate team structure and operational processes to drive efficiency and service excellence.
- Risk Management:
- Monitor client portfolios to anticipate and mitigate financial and compliance risks.
- Collaborate with risk officers to ensure alignment with all regulatory requirements and internal policies.
- Lead the resolution of complex client issues that may pose a risk to the company.
- Financial Performance:
- Monitor and report on financial performance against targets and budgets.
- Drive the retention and expansion of relationships to meet or exceed financial objectives.
- Propose and implement strategies to improve profitability and operational efficiency.
- Increase Revenue with existing clients for enterprise clients
- Increase revenue for “total book of business” under their supervision
Education and Experience:
- Bachelor's degree in Business Administration, Finance, or a related field.
- 10+ years of experience in relationship management or related field within the financial services industry.
- FINRA SIE, Series 7 & and Series 63 license required
- Proven experience in managing and growing relationships with large, complex accounts.
Preferred Qualifications:
- Master's Degree in Business Administration, Management, or a related field.
- CFA certification or similar is highly desirable.
- Previous experience in a leadership or high-level management role within a banking or financial services organization.
- Demonstrated success in designing and implementing strategic solutions that have produced significant client satisfaction and revenue growth
Knowledge, Skills, and Abilities:
- Exceptional interpersonal and communication skills, capable of engaging with executives and other high-level stakeholders.
- Strong analytical skills with a proficiency in utilizing 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 in negotiations and client interactions.
Work Environment:
- This job operates in an office environment 3 days a week per RTO policy.
- This job may require up to 35% travel.
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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 $171,310-$214,137 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.
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