Mgr Client Communications

WHO WE ARE

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 1000 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. 

We’re proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026 2025 2024 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

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. 

Duties/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.  

Education and/or Experience

• 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

• 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.  

• Demonstrated success in building and managing a complex multi-channel client communication calendar

Required Skills/Abilities

• 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.

Work Environment

• This job operates in a hybrid office environment 3 days per week.

#customer service #mid-senior #full-time #LI-KD1 #APEX

​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

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.

What We Do

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.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves our team and our clients in a position to soar.

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