Lead Advisory Onboarding Manager

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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
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 Lead Advisory Onboarding Manager will manage new advisory clients experience as they onboard to Apex's platform answering questions, working closely with sales, relationship management, platform partner teams and service and keeping leadership teams aware of progress and blockers. The new clients' experience will be quick and easy because of the planning management and continual process improvement this individual drives. The Advisory segment is high visibility high growth for Apex and this individual's contributions are critical to the success of the division.
Duties/Responsibilities

• Lead the onboarding process for advisory firms, educating and answering their questions, communicating timelines, identifying blockers and escalating with stakeholders when necessary, resulting in quick resolution and absence of ambiguity.
• Establish and maintain strong relationships with clients, sales, relationship management, service and the internal onboarding teams so that all stakeholders are aware where new clients are in their onboarding journey.
• Guide and support clients through the onboarding process utilizing knowledge of advisor firms' expectations for onboarding with new custodians creating trust and confidence with Apex.
• Liaise with key platform partners (Orion, Advyzon, Docupace, AdvisorArch, etc) on shared onboarding processes eliminating risk and delays for firms as they onboard.
• Coordinate with the Apex onboarding team, and platform partners' teams, to ensure technical setup is flawless.
• Develop and maintain an "at-a-glance" dashboard to provide the Advisory and Onboarding leadership teams with up-to-date information on the onboarding journey of every client.

Education and/or Experience

• Bachelor's degree in Business, Finance, Information Technology, or related field
• 8+ years of experience in client-facing roles within the fintech or financial services industry
• Experience managing complex projects involving multiple technology vendors

Required Skills/Abilities

• Deep knowledge of advisory firms onboarding expectations with new custodians and a proven track record of successful advisory firm transitions
• Excellent project management, organizational and communication skills - attention to detail is a must
• Strong relationship-building skills, with the ability to establish trust and credibility with clients and internal teams
• Exceptional communication and interpersonal skills
• Technical acumen and ability to quickly learn new technologies

Work Environment

• This role operates in an office environment.
• Willingness to travel as needed (up to 20%).

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
#sales #mid-senior #full-time #LI-MJ1 #APEX
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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.