Hybrid Relationship Management Operations Analyst bei Apex Fintech Solutions

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

Apex Fintech Solutions is seeking a Relationship Management Operations Analyst is a critical member of the relationship management operations team, focused on executing key initiatives that support Apex’s client relationship efforts. This role is ideal for an individual who is highly detail-oriented, analytical, and committed to delivering operational excellence. The analyst will contribute to client growth and satisfaction by coordinating efforts across teams, ensuring seamless collaboration, and supporting both strategic projects and day-to-day operational needs.   

Duties/Responsibilities

• Coordinate and execute initiatives that enhance client relationships and streamline operational processes.

• Develop and implement tools, workflows, and processes to optimize client engagement.

• Centralize, prioritize, and track progress on client issues and initiatives to ensure timely resolution.

• Collaborate with cross-functional teams—including product, onboarding, service, technology, and marketing—to execute initiatives that improve the client experience.

• Prepare presentations, reports, and insights for internal and client-facing activities.

• Gather, analyze, and report on client-centric data and metrics to support strategic decision-making.

• Ensure timely and accurate completion of operational tasks, including system updates, reporting, and documentation.

• Conduct research and identify process improvements to deliver best-in-class client experiences.

• Support the scaling of team infrastructure to achieve departmental goals.

Education and/or Experience

• Bachelor’s degree in business, project management, operations, or a related field, or equivalent experience.

• 2+ years of experience in operations, analytics, or a similar role, preferably with client-facing or relationship management support experience.

• Experience supporting cross-functional, client-focused initiatives preferred

• Experience in financial services, fintech, technology, or a related industry a plus

Required Skills/Abilities

• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.

• Strong interpersonal and communication skills, both written and verbal, with the ability to collaborate across teams and build trusted relationships.

• Proactive, self-motivated mindset with exceptional follow-through and problem-solving abilities.

• Proficiency in data analysis tools (e.g., Excel, SQL) and CRM systems is a plus.

• Executive presence and the ability to communicate complex information as actionable insights.

• Familiarity with relationship management operations, client-centric reporting, and capacity planning.

Work Environment

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

​#operations #associate #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.