APEX Group

Global Head of Technology Change page is loaded Global Head of Technology Change Apply remote type Fully Remote locations London time type Full time posted on Posted Yesterday job requisition id JR- 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 Apex The Apex Group is a global financial services provider with 10,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Purpose of the Role The role of the Global Head of Technology Change will lead the information technology change discipline for the Global Technology Department to ensure the effective operation of the IT Change Portfolios and the PMO team, an enabling function within the Global Technology department supporting the delivery of technology change across each entity within the Apex group. The Global Head of Technology Change you will be expected to implement best practices and global standards to improve process excellence and SAFe delivery capabilities across IT Technology Change whilst ensuring transparent reporting of technology change to provide appropriate visibility and oversight by Portfolio Steering and Executive Committees The Global Head of Technology Change will lead the Portfolio Teams (Portfolio Leads, Release Train Engineers and SCRUM Masters) and PMO team to; successfully deliver change across the organization, forging strong relationships with key stakeholders. Develop and implement agile project management tools and processes, define and ensure consistent use of ppm tooling, perform project audits identifying and enabling opportunities for improvement across controls and delivery methodology. The position reports into the Global Chief Information Officer. Key Responsibilities Management of Portfolio Leads and Portfolio Teams Management of the PMO team & Global Technology PMO function Champion SAFe delivery methodology supporting the ongoing improvement in ways of working and Lean Portfolio Management across the team Partner with senior business stakeholders and sponsors implement and maturing robust agile project management practices and improve project outcomes. Ensure Lean Portfolio Management practices and the use of PPM tools are implemented and adopted with appropriate quality criteria and gates in place, provisioning training on processes and the use of PPM tools. Dashboard creation and reporting - Ensuring portfolio reporting and creation of dashboards that drive decisions and can be used consistently across change. Produce the dashboard/reports for the Executive Steering Committees and Senior Management across both IT and Business functions as required. Project Audit - establish an audit regime to adequately review delivery in line with value delivered, processes, key controls and PPM tooling. Capacity Planning - work with Portfolio Leads and Resource Manager in reviewing IT capacity across portfolios Ensure efficient and effective communication with all senior level stakeholders. Responsibility for Portfolio / Investment Plan budgets - managing people cost and epic cost, ensuring costs are in line with agreed budgets, working through approval processes for new epics Ensure quarterly Planning Increments led by Portfolio Leads are managed, aligning key stakeholders, committed deliverables & resources required continuously reviewing and refining processes to improve efficiency & effectiveness of planning and delivery cycles Maintain and ensure quality of planning documentation across all delivery for transparency and audit. Communicate efficiently with senior stakeholders. Serve as escalation point for Portfolio Leads and Head of PMO Assist Project Managers in managing vendors for on-time, budget-compliant delivery. Experience required Bachelor's degree required; Advance degree in IT related field or MBA preferred. 15+ Years Project Management experience in a large multi-unit global organization required, ideally in complex IS and business environments. 5+ Years Head of Changes / Delivery experience or equivalent. Agile Project Management Accreditation (APMP, PMI, Prince 2 or equivalent) -SAFe preferred. Experience working on projects in the financial services industry would be an advantage; Must possess extensive knowledge and expertise in the use of Project Management methodologies and tools. Passion for leading teams and implementing change. Demonstrated leadership skills. Strong negotiation and team-building skills with the ability to create consensus around decisions and mitigate conflicts among different teams. Strong communication skills required at all levels. Must be able to interact with senior leadership. Excellent command of verbal and written communication (English). Effective presentation style for all levels of stakeholders. Strong problem solving, decision making, issue analysis and resolution skills. Highly organized and demonstrable ability to manage competing priorities with internal clients. Ability to work well in a fast paced multicultural global work environment. Proficient in MS Office products including Azure Dev Ops 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. Our Story About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Assistant Manager, Investor Services page is loaded Assistant Manager, Investor Services Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id JR- 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 Assistant Manager, Investor Services Role summary: An Assistant Manager at Apex Group, reporting to a Manager within the Alternative Assets team. You will typically be responsible for assisting a small team of administrators that will provide quality and efficient client service to investors. Key responsibilities: Working closely with Managers, Associate Directors and other staff as part of the team; Serve as primary point of contact for investor queries, ensuring timely and accurate responses and work with legal and finance teams to review and approve investor related materials Responding, and reviewing responses, to investor services related queries received from investors, clients, consultants and auditors as applicable; Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines; Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas; Adherence to internal policies, controls and processes; Demonstrate an ability to take responsibility for all aspects of investor/client care; Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change; Investor onboarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements; Assisting with ad-hoc projects and general team administration and other such tasks as may be required; Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable; Any other duties in the scope of the rolethat the company requires. Requirements Skills / experience: Third level qualification in business, law, finance or a related field would be an advantage; Ideally previous compliance, trust or funds experience in a professional environment; Previous experience in a customer facing role with a proven track record of outstanding service; Excellent verbal and written communication skills; Ability to prioritise, to adapt to changing business needs and to multitask; A professional manner, demonstrating good interpersonal skills and the ability to understand client's/investor's needs, responding to these quickly and effectively; Good organizational, analytical and problem-solving skills; Strong attention to detail; diligence and care in all aspects of the role; Strong Microsoft Office skills including MS Excel and Word; Motivated and driven. 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.

Treasury Analyst - Middle Office page is loaded Treasury Analyst - Middle Office Apply locations London time type Full time posted on Posted Yesterday job requisition id JR- 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 Middle Office Analyst Role Purpose: The Middle Office Analyst plays a vital role in supporting the integrity and control of treasury activities. This includes independent monitoring of market and operational risks, validation of trade data, and compliance with internal policies. The role acts as a control function between front office execution and back office settlement, ensuring transparency, accuracy, and regulatory compliance across the treasury function. Key Responsibilities: Perform daily validation and reconciliation of treasury trades including FX, interest rate derivatives, and money market instruments. Monitor and report exposures, limit breaches, and P&L movements to senior stakeholders. Validate trade entry, pricing, and valuation models; support mark-to-market reporting. Ensure compliance with treasury policies, limits, and internal control procedures. Prepare and deliver management reports, risk dashboards, and variance analyses. Support internal and external audits, including SOX and regulatory reviews. Collaborate with front office, back office, tax, and finance teams on transaction controls and reporting accuracy. Candidate Profile Essential Qualifications: Degree in Finance, Accounting, Economics, or a related field. Progress towards a relevant professional qualification (e.g., ACT, CFA, ACA) is preferred. Experience: 5 years' experience in a treasury middle office, risk management, or finance control function. Experience working with treasury products and understanding of market risk is beneficial. Familiarity with treasury systems and reporting tools is an advantage. Skills & Competencies: Strong analytical and numerical skills with a high level of accuracy. Understanding of financial instruments and valuation principles. Proficiency in Excel; VBA or Python knowledge is a plus. Excellent attention to detail and commitment to maintaining controls. Strong communication and interpersonal skills 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. Similar Jobs (1) Treasury Analyst - Funding locations London time type Full time posted on Posted Yesterday We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

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 Junior Counsel Role Location: Central London Role/Department: Apex is seeking a qualified lawyer with custody, CASS and fund administration/asset management experience. Candidate will have experience of working in the financial services sector, and experience in the negotiation of a variety of fund and other commercial agreements including, but not limited to; custody agreements, depositary agreements, third party service provider agreements, prospectuses, supplements etc. Key Responsibilities: Supporting the UK based custody and administration businesses; Maintaining service line templates, updating as necessary for changes in regulation and/or case law; Reviewing and negotiating custody agreement and service agreements, side letters, client investor application forms, powers of attorney, non-disclosure agreements and deal documentation; Reviewing commercial agreements such as supplier and third-party services agreements; Managing ad-hoc legal queries from clients and intermediaries such as investment managers and sub-custodians; Liaise with external counsel when assistance/advice from them is required; and Providing ad-hoc legal advice to the wider business. Skills Required: Qualified lawyer with 1-3 years post qualification experience, with demonstrable UK/EU regulatory experience. Experience working in a reputable and recognised financial services practice or inhouse legal department of a custody bank or fund administrator; Experience of working across FCA and EU regulations; Experience of funds, fund documentation and asset management terms; Experience with nominee structures would be advantageous; Self-motivated and proactive with a mindset for continuous improvement; Sense of urgency, high energy and drive; Contributor to team working; Attention to detail and an ability to work to deadlines; Confidence and subject matter knowledge with an inquisitive mind to understand regulations and the practical options and limits thereof; and Excellent organisational skills, ability to manage the multiple priorities of the role and strong communication with clients and senior management. What you will get in return: A high level of visibility within a large organisation on an upwards trajectory The ability to work in a growing business line in the UK. Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline. Opportunity to work with a diverse, agile and globally recognised product line. The opportunity to innovate, improve process and really make a difference. 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. Our Story About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

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. Job Summary: The CRM Technology Manager will be responsible for overseeing the implementation, management, and optimisation of Salesforce and related technology solutions. This role requires a strategic leader with a deep understanding of Salesforce functionalities and the ability to drive efficiency and effectiveness across the organization. Reports to: Head of Enterprise Applications Key Responsibilities: Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce EcoSystem (Including Xactly/Pardot) ensuring they meet the organisation's needs. Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities. Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities. Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems. Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives. Compliance/Audit and Security: Ensure Salesforce system comply with regulatory/Audit requirements and maintain high standards of data security and privacy. Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce. Qualifications: Experience: Proven experience in managing Salesforce systems and associated platforms including implementation and optimisation. Leadership: Strong leadership skills with experience in managing and developing a team. Technical Skills: Proficiency in Salesforce and related technologies. Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget. Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels. Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement. Education: Bachelor's degree in Human Resources, Information Technology, or a related field. Salesforce certification is a plus. About You: You have a deep understanding of Salesforce processes and how they can be optimised. You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration. You are passionate about leveraging technology to drive efficiency and improve employee experiences. You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best. Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must. We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Vice President, Loan Agency (Transaction Management) Apply for this full-time role located in London. 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 13,000 employees across 112 offices worldwide. As a Vice President, you will monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements. You will also support, supervise and train other junior members of the team. Responsibilities: Monitor and control the periodic or one-off compliance by the borrower of all obligations and compulsory actions and milestones set forth in the financing agreements. Support, supervise and train other junior members of the team. Close and manage complex transactions. Manage and coordinate our KYC requirements in respect of all lenders and borrowers for any new transaction. Qualifications: Significant previous experience. Eagerness to pay attention to detail and go the extra mile in all aspects of the role. Syndicated loan experience, ideally middle office, with loan administration background a plus. Experience with Intralinks/Debtdomain or similar loans communication tools is an advantage. Benefits: As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. We'd love you to apply for this full-time Vice President position, and we're waiting to hear from you. Please contact Apex today.

Senior Depositary Analyst Location: London, Aldermanbury Square Time Type: Full Time Posted On: Posted Yesterday Job Requisition ID: JR- 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. As a Senior Depositary Analyst, you will ensure that clients are monitored in accordance with AIFMD and adhere to the firm's internal policies. You will perform reviews and collect evidence for capital, investment, and cash transactions. If you were already in this Senior Depositary Analyst role, here are some of the areas you would have been working in this week: Performing quarterly bank and capital account reconciliations between the depositary and the AIFs. Acquiring and reviewing evidence in support of the independence and qualification of the investment valuation process. Ensuring and evidencing that the company has ownership of assets. Supporting the production of all necessary reporting to the regulatory authorities. To succeed in this flexible role, you will need a degree in Finance, Accounting, Business or a related field. You will also require the following: 2+ years of experience in the banking sector. Ability to work independently as well as in a team. Excellent presentation skills. MS Office, specifically Excel. VBA and database skills preferred but not mandatory. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. Competitive remuneration commensurate with skills and experience. Training and development opportunities.

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. Job Summary: The Product Owner for HR/CRM Systems will be responsible for overseeing the development, implementation, and optimisation of Workday and Salesforce systems. This role requires a strategic leader with a deep understanding of both platforms to drive efficiency and effectiveness across the organisation. Reports to: Head of Enterprise Applications Key Responsibilities: Product Vision and Strategy: Define and communicate the product vision and strategy for Workday and Salesforce systems, aligning with business objectives. Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Workday and Salesforce solutions align with business objectives. Backlog Management: Prioritise and manage the product backlog, ensuring that development efforts are focused on delivering maximum value. Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Workday and Salesforce capabilities. Compliance/Audit and Security: Ensure Workday and Salesforce systems comply with regulatory/audit requirements and maintain high standards of data security and privacy. Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Workday and Salesforce systems. Qualifications: Experience: Proven experience in managing Workday and Salesforce systems, including implementation and optimization. Leadership: Strong leadership skills with experience in managing and developing a team. Technical Skills: Proficiency in Workday and Salesforce modules and related technologies. Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget. Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels. Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement. Education: Bachelor's degree in Information Technology, Business Administration, or a related field. Workday and Salesforce certifications are a plus. About You: You have a deep understanding of Workday & Salesforce processes and how they can be optimised. You are a strategic thinker with the ability to translate business needs into effective configuration. You are passionate about leveraging technology to drive efficiency and improve employee experiences. You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best. Strong knowledge of Workday/Salesforce/Xactly/Pardot. Additional Requirements: Experience with Integrations, Reporting, Projects and Security is a must. Experience with reviewing system configuration before moving changes to production. Able to manage and prioritise the work of a team across multiple systems. Experienced in transformation projects/programmes where you're implementing systems and improving processes through process re-engineering. Good experience in educating stakeholders regarding related processes and how they translate to wider business impacts. Able to identify problems, define the root cause, determine the solution and propose the solution. Able to translate technical expertise into solutions and process guidance to implement improvements or address user issues. Able to map processes, outlining risks and controls. Experienced in data analysis, data manipulation and reporting. Experience in managing system budgets and exercising cost containment/cost reduction. Excellent analytical, quantitative, problem-solving, critical thinking skills with a keen attention to detail. We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

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. Company Secretarial Manager- Real Assets Apex has an exciting opportunity for someone with professional services experience seeking a new role in London. We're looking for a full-time Corporate Secretarial Manager - Corporate Services, and the hybrid role comes with an attractive salary and benefits package. As a Corporate Secretarial Manager, you will primarily be responsible for providing company secretarial and corporate governance services to a number of Apex's largest clients, principally investment funds and underlying corporate vehicle structures. During your first few weeks in this corporate secretarial role, you can expect to: Manage a varied client portfolio, including all aspects of administration and company secretarial matters Build a detailed understanding of client portfolios, entity-specific requirements, and applicable statutory regulations/requirements and act as a source of guidance to other team members Prepare and implement customer-specific procedures in relation to the governance and reporting requirements for specific client structures Attend client board meetings where necessary and review minutes/records prepared by administrators and trainee administrators Assist or lead the transaction management process for transactions such as share issuances or buybacks, corporate group restructuring or refinancing To succeed in this role, you will need to be a qualified or part-qualified ICSA or equivalent with at least 5 years of company secretarial experience, preferably in the financial services industry. You will also require: Working knowledge of UK Company law specifically relating to the obligations of UK companies and the Company Secretary's role Ability to communicate effectively with all levels within the business in a clear and articulate manner and with an understanding of continual improvement processes Ability and motivation to assimilate new skills, particularly willing to learn key company secretarial competencies Excellent communication, written management and organisation skills Ability to prioritise and manage several tasks As a vital member of the team, and in return for your expertise, inclusive approach, and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits include tailored offerings to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. If this full-time, Company Secretarial Manager - Corporate Services job motivates and inspires you, please apply with Apex today. We look forward to meeting you.

Client Relationship Management - Senior Vice President Apply remote type Onsite locations London time type Full time posted on Posted 3 Days Ago job requisition id JR- 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. Client Relationship Management ("CRM") The Role & Key Responsibilities You will develop a deep understanding of each client's strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability. You will achieve this by building strong relationships with key decision makers to maximise our existing commercial relationship across the group. Target Outcome of the Role and the CRM Team Relationship Management Build excellent long-term relationships with clients Respond to clients' needs in a solution-oriented manner Foster awareness of client satisfaction with product offering and delivery Collaborate across internal teams to address any required significant service improvements Commercial Strategy Influence decision makers to ensure stability of existing revenue Identify and deliver product solutions opportunities Assure Apex is and remains the client's preferred partner Successfully roll out relevant campaigns to meet key group objectives Client Relationship Managers ("CRM") (VP/SVP) Responsible for a portfolio of clients as local/regional CRM or as part of a global client account team Represent Apex Group to the client for all products/segments Identify client needs and bring Apex client-ready solutions Partner with product, operations and sales to deliver Act as the primary point of relationship contact, adding value to the client relationship Engage with senior management within Apex Management to ensure account growth Act as an executive for major issues which will likely impact the relationship Prepare and plan client engagement effectively Collect and provide feedback on client challenges to engage product development Our Story About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset servicing industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech-enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet, and our society, you'll experience more here than you would at most other companies. Working at Apex Prepare to accelerate. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues, and approachable leaders. All the things you need to own your unique journey.