WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
2021 Most Innovative Companies - presented by Fast Company
2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
The Director of Wealth Solutions, Products, and Partnerships serves as the primary business architect for Apex's wealth initiatives, driving strategic growth through innovative product development and key partnerships. This role is responsible for designing and implementing comprehensive wealth solutions, establishing strategic partnerships with product providers, and creating new revenue streams. The position requires a unique blend of business acumen, technical understanding, and relationship management skills to expand Apex's wealth management ecosystem and drive market leadership.
Key Responsibilities:
Strategic Leadership:
Drive the strategic vision and roadmap for Apex's wealth solutions portfolio
Architect comprehensive wealth management solutions that address market needs and create competitive advantages
Identify and capitalize on market opportunities to expand Apex's wealth management offerings
Lead the development of business cases and strategic initiatives to drive growth
Partnership Development:
Establish and maintain strategic partnerships with key product providers across:
Mutual Fund companies
ETF providers
Managed Account platforms
Alternative Investment providers
Other financial product distributors
Create and optimize partnership economics to drive revenue growth
Negotiate partnership agreements and maintain strong relationship governance
Product Innovation:
Design and implement tailored product distribution programs
Drive product innovation to meet evolving market demands
Oversee the development of new wealth management solutions
Create differentiated value propositions for various market segments
Business Development:
Partner with Relationship Managers and Sales Directors to position Apex Wealth Solutions
Develop compelling presentation materials and sales strategies
Lead strategic client and prospect meetings
Create and deliver thought leadership content to support market positioning
Education and Experience:
Bachelor's degree required; Master's degree in Business Administration or related field preferred
15+ years of experience in wealth management, financial services, or related field
10+ years of experience in product development and partnership management
7+ years of leadership experience in a fast-paced financial technology environment
Series 7, 63, and 24 licenses preferred
Knowledge, Skills, and Abilities
Strong strategic vision with expertise in business planning, market analysis, opportunity identification, and translating trends into actionable initiatives with an innovation-driven mindset.
Proven leadership in building relationships, negotiating, influencing, mentoring teams, and delivering impactful presentations.
Comprehensive technical knowledge of wealth management products, financial technology, regulatory compliance, and business case development, including financial modeling expertise.
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
$198,880-$248,600The 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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