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

As the Director and Regional Head, you will spearhead the Global Capability Centre (GCC) strategy for North American open-ended fund structures. You will be the executive anchor for a multi-billion dollar portfolio, encompassing Mutual Funds, UCITS, and liquid alternatives. This role demands a visionary leader to bridge India-based delivery with US-market expectations, managing an organization of 200+ professionals while championing a culture of automation, precision, and client centricity.

Core Responsibilities:

Client Service Management (CSM) & Strategic Oversight

Executive Ownership: Serve as the senior accountability lead for all Americas-based open ended deliverables, ensuring seamless service continuity.

Strategic Partnership: Collaborate with US-based relationship managers to synchronize GCC delivery with global client growth and "one-team" jurisdictional standards.

Governance, NAV Oversight & Financial Integrity

• NAV Excellence: Provide high-level oversight for high-volume daily and monthly NAV production, ensuring rigorous compliance with SEC/US GAAP and international regulatory frameworks.
• Technical Stewardship: Direct the accounting and valuation of sophisticated instruments, including OTC derivatives, ETDs, and complex multi-currency share classes.

Technological Evolution & Platform Strategy

• Stack Optimization: Drive peak performance across core platforms including SS&C Geneva, Paxus, and Mantra, ensuring deep integration between Fund Accounting and Transfer Agency modules.
• Digital Transformation: Lead the mandate for AI and RPA integration to eliminate manual touchpoints and enhance data throughput

Organizational Leadership & Talent Synergy

Culture of Excellence: Lead a multi-tiered leadership structure, instilling a high-performance mindset that mirrors the urgency and sophistication of the US financial markets.

Value Proposition: Elevate the India GCC from a delivery hub to a Global Centre of Excellence, driving product innovation and technical thought leadership for the Americas

Candidate Profile

• Experience: 16–20+ years of progressive leadership experience in Fund Administration, specifically within Global Capability Centres (GCCs) or top-tier asset managers.
• Qualifications: Mandatory Professional Designation (CA, CPA, CFA, or MBA Finance)
• Expertise: Comprehensive mastery of the Investment Company Act of 1940, US GAAP, and the end-to-end open-ended fund lifecycle (including TA and waterfall mechanics).
• Technology: Proven track record in leveraging Geneva, Paxus, and Mantra to drive operational scale is preferable.

Success Metrics (KPIs)

• Precision: 100% SLA compliance for NAV strikes and financial reporting cycles.
• Innovation: Quantifiable year-over-year reduction in manual exceptions through digital transformation.
• Trust: Successful navigation of all internal and external audits with high-quality ratings.
• Retention: Maintaining attrition for high-potential (HiPo) talent significantly below industry averages.

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.