Sr Account Manager

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 resourceful and client-focused Account Manager to join our team. The primary goal of this role is to enhance our clients' experience by providing fast reliable solutions to their growth opportunities and complex questions going above and beyond to ensure their success. We are seeking someone with custody and clearing domain knowledge and a strong drive to exceed expectations.  This role is for someone who thrives on making a difference in clients’ lives while continuously learning and growing in their career. By joining our team you’ll play a critical role in enhancing the client experience and driving our organization’s success. If you're energized by solving complex issues delivering superior customer service and ensuring client satisfaction we’d love to meet you!

Key Skills and Responsibilities:

Client Support and Issue Resolution 

• Collaborate with various departments at Apex on complex client inquiries that cannot be addressed through standard service and support channels. 

• Partner with Relationship Managers to execute on client initiatives.  Act as client advocate and represent their needs to internal partners.

• Act as an escalation touchpoint throughout the client lifecycle

Proactive Management 

• Own delivery of client initiatives.  Manage timelines and deliverables.

• Act as the key resource for internal inquiries pertaining to specific client relationships. Collaborate with internal teams by providing client-specific information and maintaining up-to-date client records and documentation. Support business partners by managing and producing client-specific documentation delivering it promptly as requested.

• Partner with Service Management Organization leads to address aged tickets consistent themes across tickets and issues that may require  complex problem solving. 

Key Skills:

• Client Focused: A strong customer service orientation and a passion for helping clients succeed. You find personal gratification in solving problems and making others’ lives easier.

• Excellent communication:  The ability to clearly communicate complex issues to clients and internal partners both verbally and in writing.

• Problem Solver: An analytical mindset with the ability to triage issues resolve underlying problems and provide practical solutions.

• Execution:  Able to facilitate a project plan resolve roadblocks and oversee deliverables

• Detail-Oriented: A knack for accuracy thoroughness and organization to manage multiple projects and priorities effectively.

• Hardworking and Resilient: Someone who is committed to going the extra mile to support clients and colleagues.

Required background experience:

• 5+ years industry experience. Experience with a custodian / clearing firm is a plus.

• Bachelor’s degree required; MBA is a plus

• FINRA Series 7 & and Series 63 license

​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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