Sales Director, Advisory

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 

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. 

What you’ll do all day:

• 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. 

A few reasons why you might love us:

• 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.

Education and Experience:

• College degree in related field preferred.
• 5+ years transferable work experience, preferably in cloud sales, financial technologies, or custody and clearing.

License(s):

• FINRA Series 7 license

Knowledge, Skills, General Abilities:

• 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)

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

At Apex, we embrace diversity and are dedicated to creating an inclusive and equitable workplace. 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. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.