Mgr, Client Communications

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

Apex is seeking a Manager, Client Communications to lead and streamline client communications in a fast-paced environment. Apex is seeking a builder with a solution-oriented mindset to develop innovative strategies for client engagement through communications. This individual is highly adaptable in fast-changing environments and capable of remaining composed under pressure, especially while managing urgent / time sensitive communications to clients. This role involves building and refining communication processes, collaborating laterally to unify messaging strategies across teams, and ensuring client communication is timely, effective, and tailored to client needs. The ideal candidate will have a strong ability to distill complex, technical information into easily understandable formats. This role requires significant cross-functional collaboration and influence. 

Duties/Responsibilities

• Manage client communications holistically, aligning strategies across Apex teams to deliver information and clear messages to clients.

• Design and oversee a comprehensive client communication calendar to ensure coordinated, scheduled updates to clients

• Develop a strategy to tailor communications for different client contact roles, ensuring relevance and resonance.  

• Identify modalities in which communications are delivered. As an example, collaborate with the product team to incorporate client notifications seamlessly into the user experience of Apex Ascend technology.  

• Maintain distribution lists with firm characteristics and role types so recipients receive revenant communications   

• Partner across internal teams (e.g., product, marketing, product marketing, and operations) to coordinate how Apex communicates our most important updates and initiatives effectively.  

• Work with product and product marketing to ensure there are appropriate talking points and/or content related to operational topics.

• Draft and edit tailored communications for clients and manage a communications approval process including compliance, key stakeholders, and marketing reviews.  

• Engage with technical subject matter experts to translate complex concepts into clear, client-friendly communications. 

• Design scalable communication processes that address evolving client and company needs. 

• Build processes for internal alignment, including information intake, communication drafting, distribution, and tracking communications sent. Develop and refine internal systems and strategies to align communications across Apex teams.  

• Lead the AIM (Apex Information Message) process to deliver time-sensitive notifications, often collaborating across teams under tight deadlines.  

• Maintain and refine an up-to-date communications contact database, ensuring accurate client information and respect for their preferences.  

Education and/or Experience

• Bachelor's degree in Communications, Business, Finance, or related other related fields (or equivalent work experience) required

• 5+ years of experience managing client communications in the financial services or fintech industries

• 2+ years of people management experience preferred

• FINRA SIE, Series 7, or Series 24 License(s) preferred

• Experience managing client communication databases (e.g., Salesforce or other CRM tools). 

• Experience with creating scalable messaging frameworks or templates for large client bases.

• Experience with building processes and functions in a fast-paced and dynamic environment.  

• Demonstrated success in building and managing a complex multi-channel client communication calendar

Required Skills/Abilities

• Exceptional writing and communication skills with experience drafting client communications on sensitive or technical topics.

• Demonstrated ability to tailor messaging to diverse audiences, from highly technical teams to executive client stakeholders. 

• Familiarity with financial products, technology platforms, and compliance and regulatory requirements related to client-facing communications in financial services.

• Ability to leverage data and analytics to assess the impact of communication strategies and make continuous improvements. 

• Strong organizational and project management capabilities to oversee processes, calendars, and approval workflows.  

• Ability to navigate complex organizations, manage multiple priorities, and align stakeholders across teams.  

• Proficiency in managing clients’ contact databases and implementing strategies tailored to individual roles.  

• Problem-solving mindset, proactive thinking, and exceptional attention to detail.  

• Demonstrated ability to influence laterally, forging partnerships across teams to drive results independently.  

• Commitment to ensuring the quality, timing, and professionalism of all communication activities.  

• Highly communicative and collaborative, with the ability to ask incisive questions to gather and clarify information.  

• Flexible and available outside standard hours to ensure clients receive timely communications in urgent situations.  

• A builder mindset, equipped to create and establish communication frameworks from the ground up.

Work Environment

• This job operates in a hybrid, office environment 3 days per week.

#customer service #mid-senior #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.