Apex Fintech Solutions is looking to drive strategic growth in its wealth initiatives through innovative product development and key partnerships, aiming to expand its wealth management ecosystem and achieve market leadership.
Requirements
- Comprehensive technical knowledge of wealth management products, financial technology, regulatory compliance, and business case development, including financial modeling expertise.
Responsibilities
- Architect comprehensive wealth management solutions that address market needs and create competitive advantages
- Oversee the development of new wealth management solutions
- Design and implement tailored product distribution programs
- Drive product innovation to meet evolving market demands
- Create differentiated value propositions for various market segments
- Create and optimize partnership economics to drive revenue growth
- Negotiate partnership agreements and maintain strong relationship governance
Other
- Drive the strategic vision and roadmap for Apex's wealth solutions portfolio
- Identify and capitalize on market opportunities to expand Apex's wealth management offerings
- Lead the development of business cases and strategic initiatives to drive growth
- Establish and maintain strategic partnerships with key product providers across: Mutual Fund companies, ETF providers, Managed Account platforms, Alternative Investment providers, Other financial product distributors
- Partner with Relationship Managers and Sales Directors to position Apex Wealth Solutions
- Develop compelling presentation materials and sales strategies
- Lead strategic client and prospect meetings
- Create and deliver thought leadership content to support market positioning
- 15+ years of experience in wealth management, financial services, or related field
- 10+ years of experience in product development and partnership management
- 7+ years of leadership experience in a fast-paced financial technology environment
- Series 7, 63, and 24 licenses preferred
- Strong strategic vision with expertise in business planning, market analysis, opportunity identification, and translating trends into actionable initiatives with an innovation-driven mindset.
- Proven leadership in building relationships, negotiating, influencing, mentoring teams, and delivering impactful presentations.
- Bachelor's degree required; Master's degree in Business Administration or related field preferred
