At a Glance
- Tasks: Lead a client service team, managing administration and governance for investment funds and corporate structures.
- Company: Apex Group is a global leader in fund administration and middle office solutions with 13,000 employees worldwide.
- Benefits: Enjoy a dynamic work environment, opportunities for personal growth, and the freedom to innovate.
- Why this job: Join a forward-thinking team that values your unique skills and empowers you to make an impact.
- Qualifications: 10+ years in legal or financial services; professional qualification preferred (CGI or equivalent).
- Other info: Act as a director on client boards and contribute to strategic business development.
The predicted salary is between 54000 - 84000 £ per year.
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
Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities.
Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions.
Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies.
It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London.
Key responsibilities
· Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements.
· Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex’s largest clients, principally investment fund and corporate structures.
· Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members.
· Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions.
· Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice.
· Maintain and create procedures based on client specific requirement, internal systems and KPI reporting.
· Ensure team’s compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes.
· Ensure the team meets relevant operational & risk/compliance KPIs and targets.
· Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control.
· Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year.
· Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems.
· Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities.
· Act as a director on client boards (if necessary and as approved).
· Act as an Authorised signatory in respect of transactions and payments.
· Contribute to ad-hoc projects as and when required by the business.
· Be able to provide sound, quality and technical guidance to clients and the wider team.
· Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and
· Any other duties in the scope of the role that the company requires
Requirements
Skills / experience required
· Professional qualification preferred (CGI, previously ICSA, or equivalent)
· Minimum of 10 years relevant experience in a legal or financial services environment
· Highly developed commercial and strategic dexterity.
· Has the credibility and gravitas to interact and develop business relationships both internally and externally.
· Is focused on delivering against business goals to create value.
· Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and
· Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team.
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.
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Associate Director/Senior Manager employer: Wealth Enhancement Group
Contact Detail:
Wealth Enhancement Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director/Senior Manager
✨Tip Number 1
Familiarise yourself with the specific jurisdictions mentioned in the job description, such as the UK, Jersey, Luxembourg, and the US. Understanding the regulatory environment and corporate governance obligations in these areas will give you an edge during interviews.
✨Tip Number 2
Network with professionals already working in the private debt sector or at Apex Group. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in fast-paced environments. Be ready to share specific examples of how you've motivated teams and improved client experiences in previous roles.
✨Tip Number 4
Research Apex Group's recent projects and initiatives in the private debt space. Being knowledgeable about their current operations and future goals will demonstrate your genuine interest in the role and the company.
We think you need these skills to ace Associate Director/Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in administration and company secretarial roles. Emphasise your managerial skills and any specific achievements that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Discuss how your background and skills make you a perfect fit for the Associate Director position, and mention your understanding of multi-jurisdictional services and client relationship management.
Highlight Leadership Experience: Since the role requires strong leadership capabilities, be sure to provide examples of how you've successfully led teams in previous positions. Discuss your approach to motivating team members and ensuring compliance with operational standards.
Showcase Technical Knowledge: Demonstrate your understanding of the technical aspects of fiduciary and administrative services. Include any relevant qualifications, such as CGI or ICSA, and discuss your experience with corporate governance and compliance in your application.
How to prepare for a job interview at Wealth Enhancement Group
✨Understand the Company Culture
Before your interview, take some time to research Apex Group's culture and values. They emphasise empowerment and innovation, so be prepared to discuss how your personal values align with theirs and how you can contribute to their growth.
✨Showcase Your Leadership Experience
As an Associate Director/Senior Manager, strong leadership skills are crucial. Be ready to share specific examples of how you've successfully led teams, managed client relationships, and driven projects to completion in a fast-paced environment.
✨Demonstrate Technical Knowledge
Given the role's focus on administration and company secretarial services, brush up on relevant regulations and best practices. Be prepared to discuss your experience with multi-jurisdictional governance and how you can provide sound technical guidance to clients.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about Apex Group's future direction, challenges in the Private Debt sector, and how they measure success in this role. This shows your genuine interest and helps you assess if it's the right fit for you.