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

We are looking for a Client Solutioning Manager with proven funds and fund administration experience to lead and oversee client solutioning and Transfer Agency (TA) implementation of the Tocan SaaS platform. This role is responsible for managing a team of Client Solution Leads and a TA Implementation Execution Lead, ensuring seamless functional, technical, and operational solution identification and implementation for our customers. The candidate is required to ensure that best practices are adopted at all times.

As a strategic, hands-on leader, you will work cross-functionally with Sales, Product, and Client Success Services teams to deliver high quality client solutions and timely implementations.

Key Responsibilities

Team Leadership & Management

• Lead and mentor a team of Client Solution Leads and the TA Implementation Execution Lead, ensuring high performance and professional growth.
• Develop strategies and repeatable best practices for delivering tailored client functional, technical and operational solutions and efficient and timely implementations.
• Foster a collaborative and customer-centric culture within the team.

Client Solutioning & Execution

• Oversee the Client Solutioning team whose tasks include:
  • Product demonstrations and presentations
  • Pre-Sales support including environment support
  • Solution design, run book mapping and troubleshooting
  • GAP analysis, capturing customer requirements and preparing business cases including the collation of estimates
• Drive continuous improvement in client solutioning and business analysis methodologies.

Implementation & Delivery

• Manage the TA Implementation Execution Lead whose tasks include:
  • Leading the full lifecycle implementation of Tocan investor onboarding software including data migrations
  • Acting as the primary implementation project lead.
  • In conjunction with Client Solutions, Product, Client Success Services and the clients ensure optimal software configuration.
  • Ensure seamless integration with existing Transfer Agency platforms, third-party data providers, and any inhouse or third-party compliance systems
• Identify and resolve operational and delivery challenges during the implementation phase.
• Collaborate with the Product team to ensure a smooth technical deployment and promptly address any technical challenges.
• Monitor project timelines, project deliverables, and client expectations.
• Drive continuous improvement in implementation TA execution methodologies

Stakeholder & Cross-Functional Collaboration

• Facilitate regular status updates, governance meetings, and issue resolution discussions with clients and senior stakeholders.
• Act as the primary escalation point for key client solutioning and implementation challenges.
• Work closely with your Client Solutioning, Product and Client Success teams to enhance platform capabilities based on client feedback.

Process Optimization & Reporting

• Develop and implement KPIs to measure solutioning effectiveness, client satisfaction, and team performance.

• Identify process gaps and recommend automation or efficiency improvements in the solutioning and implementation lifecycle.

• Provide regular reports and insights to leadership on project status, team performance, and client success metrics.

Qualifications & Skills

• 7+ years of experience client solutioning, SaaS implementation, in funds and funds administration.
• Proven experience in fund service provider transitions, large scale data migrations and fund implementations.
• Ideally specific experience with investor onboarding and order management
• Proven team leadership experience, managing solutioning and implementation teams.
• Ability to bridge technical and business needs, translating client challenges into actionable solutions.
• Excellent communication, stakeholder management, and problem-solving skills.
• Experience with project management tools, and SaaS reporting/analytics.

Why Join Us?

• Lead a high-impact team in a rapidly growing SaaS environment.

• Work with cutting-edge technology and influence solution strategy and delivery.

• Competitive salary, benefits, and career growth opportunities.

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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.