Similar Jobs
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
About the Role:
Reporting to the Client Solutioning Manager we are seeking a Client Solutioning Lead to assist with the successful deployment of our investor onboarding platform. The ideal candidate will ideally have a background in business analysis in a fund administration environment or investor onboarding, data migrations as well as software implementations.
Key Responsibilities:
• Deliver engaging demonstrations and presentations to prospective clients, showcasing the value and capabilities of our solutions.
• Provide pre-sales support, including setting up and maintaining demo environments and assisting with technical queries.
• Collaborate with sales and technical teams to design customized solutions, map run books, and troubleshoot complex issues.
• Conduct GAP analysis to identify client needs, capture detailed requirements, and develop comprehensive business cases.
• Prepare and collate effort estimates to support solution proposals and client decision-making.
• Champion continuous improvement in solution design, business analysis methodologies, and client engagement strategies.
• Identify process gaps and lead initiatives for automation or efficiency improvements in the solutioning and implementation lifecycle.
• Oversee data migrations, including mapping, cleansing, transformation, validation, and reconciliation of data between systems.
• Determine and provide regular reports and insights to leadership on project status and client success metrics.
Preferred Qualifications:
• Experience in a pre-sales, solution consulting, or business analysis role.
• Strong technical acumen with the ability to translate complex concepts into clear business value.
• Excellent communication and presentation skills.
• Experience with solution design, run book development, and troubleshooting.
• Ability to perform detailed GAP analysis and develop business cases.
• Hands-on experience with data migrations, including planning, execution, and post-migration validation.
• Familiarity with project management methodologies and continuous improvement practices is a plus.
Why Join Us?
• Be part of a growing fintech company driving digital innovation in the fund services industry.
• Work with leading financial institutions and fund administrators to transform investor onboarding.
• Competitive salary, benefits, and career growth opportunities.
• Opportunity to work on high-impact projects with top-tier global clients.
This role is ideal for someone with deep operational expertise who is passionate about leveraging technology to improve investor onboarding. If you thrive in a fast-paced, client-focused environment, we encourage you to apply!
@LI-JBM
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
