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 Transfer Agency Implementation Execution Lead to manage the successful deployment of our investor onboarding software within client Transfer Agency (TA) operations. This role will be responsible for overseeing the end-to-end implementation process, ensuring seamless integration with client systems, and driving operational efficiency. The ideal candidate will have a background in transfer agency operations, investor onboarding and software implementation, with the ability to coordinate cross-functional teams and manage client expectations.

Key Responsibilities:

Client Implementation & Execution

• Lead the full lifecycle implementation of investor onboarding software within client TA operations, ensuring timely and successful go-lives.

• Act as the primary project lead, managing and coordinating with internal Tocan Teams all phases from requirements gathering to configuration, testing, deployment, and post-go-live support.

• A hands on role that will require ownership and execution of implementation project tasks including business and system analysis, specifications and issue resolution.

• Evolving and creating associated execution practices and associated templates to ensure we create a streamlined, repeatable and scalable approach to client implementation and execution assigments

• Work closely with Tocan Client Solutions and the clients to understand their operational workflows, regulatory requirements, and system dependencies to ensure optimal software configuration.

• Ensure seamless integration with existing Transfer Agency platforms, third-party data providers, and any inhouse or third party compliance systems

Stakeholder & Project Management

• Collaborate with Tocan internal teams, including Client Solutions, Product, QA, and Client Support, to ensure successful delivery.

• Manage and reporting of project timelines, risks, and dependencies, proactively identifying and mitigating potential issues.

• Facilitate regular status updates, governance meetings, and issue resolution discussions with clients and senior stakeholders.

• Act as a trusted advisor to clients, providing expertise on investor onboarding best practices and software adoption strategies.

• Contributing toward product development

Process Optimisation & Continuous Improvement

• Contribute to the evolution of implementation methodologies, ensuring efficiency, repeatability, and scalability.

• Provide feedback to the Tocan Product Team teams based on client experiences to drive software enhancements.

• Develop and maintain best practice documentation, runbooks, and training materials to streamline future implementations.

Qualifications & Experience:

Essential Skills & Experience

• 5+ years of experience in Transfer Agency, Fund Administration, or Investor Services, with a focus on investor onboarding, compliance, and operational workflows.

• Strong project management experience, preferably in software implementation or technology-driven transformation projects within financial services.

• Hands-on knowledge of TA platforms, investor onboarding processes.

• Excellent stakeholder management and communication skills, with the ability to collaborate effectively with clients, internal teams and stakeholders.

• Strong problem-solving and analytical skills, with a keen focus on process efficiency and automation.

Preferred Qualifications

• Experience with SaaS-based investor onboarding solutions or enterprise financial technology platforms.

• Project management certification

• Experience in a client-facing role within a financial software or fintech company.

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.

@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.