What are the responsibilities and job description for the Sales Director, Advisory position at 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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, 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:
This is an incredible opportunity for a Sales Director, Advisory to join Apex's Advisory growing team. We are seeking an experienced and highly motivated sales professional to sell our industry leading custody and technology solutions. You will work closely with the core Advisory team, technology organization, and business teams in consultatively selling our advisory offering.
We’re looking for someone who:
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.
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.
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, 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
This is an incredible opportunity for a Sales Director, Advisory to join Apex's Advisory growing team. We are seeking an experienced and highly motivated sales professional to sell our industry leading custody and technology solutions. You will work closely with the core Advisory team, technology organization, and business teams in consultatively selling our advisory offering.
We’re looking for someone who:
- Is passionate. You have a genuine passion for delivering solutions that help grow a client’s business.
- Is motivated. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
- Is collaborative. You’re excited to work with others throughout the organization to help create a great experience for new clients.
- Wants to make an impact. You’re looking to do amazing work. You’re all about finding innovative, new ways to deliver for clients.
- Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say.
- Create a plan for exceeding growth targets. Book and arrange meetings with prospects and build a well-defined pipeline.
- Lead effective discovery conversations, understanding where prospective clients are aiming to take their businesses.
- Collaborate across the organization to demonstrate how apex’s capabilities can help them achieve those objectives. This may involve mapping out innovative workflows with our consulting and solutions team – you are not afraid to roll up your sleeves to collaborate with our subject matter experts and solution on behalf of prospective clients.
- Seek knowledge about the latest trends in the advisory space and new products at Apex.
- Build Pipeline. Proactively generate leads per week.
- Track Progress and Communicate. Use CRM daily to enter sales notes and update pipeline
- Impact our business. Think out of the box and communicate what you are hearing to help strategy drive new products.
- We’re a leader in the space. We’ve got an amazing track record of success and we foster ongoing innovation. So you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.
- The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are.
- Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.
- College degree in related field preferred.
- 5 years transferable work experience, preferably in cloud sales, financial technologies, or custody and clearing.
- FINRA Series 7 license
- Demonstrated success in achieving and exceeding sales targets.
- Strong understanding of advisory technology, cloud computing concepts, SaaS models, and cloud-based infrastructure specific to the securities industry.
- Exceptional communication, negotiation, and presentation skills.
- Ability to build and maintain strong relationships with clients and internal stakeholders.
- Strategic thinker with a solution-oriented mindset.
- Self-motivated, proactive, and able to work independently or as part of a team.
- Willingness to travel for client meetings and industry events as required (approximately 50% of the time)
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.
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.
