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

Key Responsibilities:

• Strategic Leadership:

Provide overall strategic direction and executive oversight for the end-to-end Transfer Agency function, encompassing investor onboarding, trade processing, settlements, reconciliations, client servicing, regulatory compliance, and operational risk management.

• Governance & Risk Management:

Establish and maintain robust governance frameworks to ensure full compliance with global regulatory requirements (including but not limited to AML/KYC, FATCA/CRS, and local jurisdictional mandates). Oversee risk identification, mitigation, and escalation processes across all operational areas.

• Operational Excellence:

Drive process optimization, automation, and transformation initiatives to enhance efficiency, accuracy, and scalability of Transfer Agency operations. Set and monitor key performance indicators (KPIs) and service level agreements (SLAs) to ensure exceptional client delivery.

• Client & Stakeholder Management:

Serve as the primary escalation point for key clients, regulatory bodies, and internal stakeholders. Lead client relationship management, ensuring proactive communication, issue resolution, and delivery of value-added solutions.

• People Leadership:

Build, mentor, and lead high-performing teams across multiple locations. Foster a culture of accountability, innovation, and continuous improvement. Oversee talent development, succession planning, and workforce engagement.

• Change & Project Management:

Sponsor and direct major change initiatives, including technology upgrades, regulatory change programs, and new business integration. Ensure effective project governance, resource allocation, and stakeholder alignment.

• Financial & Resource Management:

Develop and manage the department’s budget, ensuring optimal allocation of resources and cost efficiency while maintaining high standards of service delivery.

• Industry Engagement:

Represent the organization in industry forums, regulatory consultations, and client events. Stay abreast of market trends, regulatory changes, and emerging best practices to inform business strategy.

Qualifications & Experience:

• Proven track record (20+ years) in Transfer Agency or related financial services operations, with at least 5+ years in a senior leadership or director-level role overseeing large, multi-functional teams.
• Bachelor’s or master’s degree in commerce, Finance, Business Administration, or related field.
• Deep understanding of global regulatory frameworks (AML/KYC, FATCA/CRS, US tax forms, etc.) and jurisdictional requirements.
• Demonstrated experience in client management, handling escalations, and managing complex, cross-functional projects.
• Strong analytical, organizational, and decision-making skills with a focus on strategic outcomes.
• Excellent communication, negotiation, and stakeholder management capabilities.
• Flexible to work across time zones and adapt to evolving business needs.

Skills Required:

• Visionary leadership with the ability to inspire and drive change.
• Expertise in operational risk, controls, and compliance.
• Advanced proficiency in process improvement, automation, and technology adoption.
• Strong financial acumen and experience in budget management.
• Superior interpersonal, presentation, and influencing skills.
• High level of integrity, ethics, and resilience.
• Innovative and solution-oriented mindset.

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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.