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- Tasks: Lead the implementation of investor onboarding software and ensure seamless integration with client systems.
- Company: Apex Group is a global leader in fund administration and middle office solutions, with over 13,000 employees worldwide.
- Benefits: Enjoy competitive salary, career growth opportunities, and the chance to work on impactful projects.
- Why this job: Join a dynamic fintech company driving digital innovation and transforming investor onboarding processes.
- Qualifications: 5+ years in Transfer Agency or Investor Services, strong project management skills, and excellent communication abilities.
- Other info: Ideal for those passionate about leveraging technology in a fast-paced, client-focused environment.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Implementation Execution Lead role at Apex Group Ltd. 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.
About the Role:
Reporting to the Client Solutioning Manager, we are seeking an Implementation Execution Lead to manage the successful deployment of our investor onboarding. 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 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 assignments. 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 report 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 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 ideally 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 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. This role is ideal for someone with deep operational expertise who is passionate about leveraging technology to improve investor onboarding. If you thrive in a fast-paced, client-focused environment, we encourage you to apply!
Implementation Execution Lead employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Execution Lead
✨Tip Number 1
Familiarise yourself with the latest trends in investor onboarding and transfer agency operations. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the fintech and fund administration sectors. Attend relevant industry events or webinars to connect with potential colleagues and learn more about Apex Group's culture and values.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed projects in the past, particularly those involving software implementation or client-facing roles. Highlight your problem-solving skills and ability to work under pressure.
✨Tip Number 4
Research Apex Group's recent projects and initiatives. Being able to reference their work during your discussions will show that you're genuinely interested in the company and understand their mission and goals.
We think you need these skills to ace Implementation Execution Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in transfer agency operations, investor onboarding, and software implementation. Use specific examples that demonstrate your project management skills and ability to coordinate cross-functional teams.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the fintech industry. Mention how your background aligns with the responsibilities of the Implementation Execution Lead and how you can contribute to Apex Group's goals.
Showcase Problem-Solving Skills: Provide examples in your application that illustrate your strong problem-solving and analytical skills. Highlight situations where you've improved processes or resolved issues during previous implementations.
Highlight Stakeholder Management Experience: Emphasise your experience in managing client expectations and collaborating with internal teams. Detail any successful projects where you acted as a trusted advisor to clients, showcasing your communication skills.
How to prepare for a job interview at Apex Group Ltd
✨Understand the Role Thoroughly
Before your interview, make sure you have a solid grasp of the Implementation Execution Lead role. Familiarise yourself with the key responsibilities, such as managing investor onboarding and overseeing the implementation process. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Project Management Skills
Given the emphasis on project management in this role, be prepared to discuss your past experiences in leading projects, particularly in software implementation or financial services. Highlight specific examples where you successfully managed timelines, risks, and stakeholder expectations.
✨Demonstrate Problem-Solving Abilities
The company values strong problem-solving skills, so come ready with examples of challenges you've faced in previous roles. Discuss how you approached these issues, the solutions you implemented, and the outcomes. This will showcase your analytical thinking and ability to drive operational efficiency.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so prepare insightful questions about the company's culture, the team you'll be working with, and their approach to client solutions. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
