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- Tasks: Lead client onboarding and implementation, ensuring a seamless experience with our investor platform.
- Company: Join Apex Group, a global leader in fund administration and middle office solutions with 13,000+ employees.
- Benefits: Enjoy competitive pay, professional development, and the freedom to innovate in a hybrid work environment.
- Why this job: Be part of a dynamic team driving digital transformation for global financial clients.
- Qualifications: 5-7 years in client onboarding or SaaS implementation; strong project management skills required.
- Other info: This is a mid-senior level full-time role based in London.
The predicted salary is between 28000 - 42000 £ 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
About The Role
The Client Solutioning Manager is a hybrid role combining client solution design, stakeholder management, and hands-on implementation delivery. This position is responsible for owning the full lifecycle of client onboarding — from pre-sales support and solutioning through to implementation execution and go-live support — ensuring clients experience a seamless, high-quality journey with Tocan\’s investor onboarding platform.
This role is ideal for a hands-on, strategic thinker with a deep understanding of fund administration, investor onboarding workflows, and SaaS-based implementation. The individual must be comfortable balancing leadership-level stakeholder engagement, leadership of direct reports with day-to-day project execution.
Key Responsibilities
Team Leadership & Management
- Lead and mentor a team of Client Solutioning Leads, 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 & Pre-Sales Support
- Oversee the Client Solutioning team whose tasks include:
- Product demonstrations and technical presentations
- Solution scoping and configuration advisory
- GAP analysis and business case development
Implementation & Delivery
- Lead the full implementation lifecycle for new clients:
- Requirement gathering, data migration, configuration, UAT support, go-live execution, and early-stage post-go-live support
Client Engagement & Stakeholder Management
- Serve as the client’s primary point of contact from pre-contract solutioning through post-implementation handoff.
- Build trusted relationships with senior client stakeholders and provide expert guidance on onboarding and compliance strategies.
- Facilitate regular status meetings, governance calls, and issue resolution sessions.
Process Optimization & Methodology
- Contribute to the development of standardized solutioning and implementation methodologies, templates, and best practices ensuring efficiency, repeatability and scalability.
- Continuously improve Tocan’s approach to onboarding through lessons learned and client feedback.
- Support knowledge-sharing and the creation and maintenance of best practice implementation documentation, training materials, and runbooks.
Required
Qualifications & Experience
- 5–7+ years of experience in client onboarding including migration of client data, SaaS solutioning, or implementation delivery within fund administration or financial technology.
- Proven ability to manage projects end-to-end, from discovery through go-live.
- Strong understanding of investor onboarding workflows, compliance requirements, and operational dependencies in the fund services ecosystem.
- Experience working across both business and technical stakeholders, with the ability to translate complex requirements into actionable solutions.
- Excellent written and verbal communication skills, with a strong presence in client-facing roles.
Preferred
- Experience working within a fintech or SaaS environment.
- Familiarity with Transfer Agency operations and third-party integration requirements.
- Project management certification (e.g. PMP, PRINCE2, Agile).
- Experience using project management tools.
Why Join Us?
- Own a highly visible, end-to-end client delivery role at a fast-growing SaaS company.
- Work with global financial clients to streamline investor onboarding and drive digital transformation.
- Shape how solutions and implementations are delivered across the business.
- Competitive compensation, benefits, and professional development opportunities.
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.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Business Development
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Client Solutioning Manager employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Solutioning Manager
✨Tip Number 1
Familiarise yourself with the specific SaaS solutions and fund administration processes that Apex Group uses. Understanding their investor onboarding platform will give you an edge in discussions and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Apex Group on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client onboarding projects. Be ready to share specific examples of how you've successfully led similar initiatives, focusing on your problem-solving skills and ability to work with diverse stakeholders.
✨Tip Number 4
Stay updated on the latest trends in fintech and SaaS implementations. Being knowledgeable about industry developments will not only impress your interviewers but also show that you're proactive and committed to continuous learning.
We think you need these skills to ace Client Solutioning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding, SaaS solutions, and project management. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the company. Discuss specific experiences that showcase your ability to lead teams and manage client relationships effectively.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your written communication skills. Use clear, concise language and structure your documents well.
Highlight Relevant Achievements: Include specific examples of past successes in client onboarding or project management. Quantify your achievements where possible, such as improvements in efficiency or client satisfaction.
How to prepare for a job interview at Apex Group Ltd
✨Understand the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Solutioning Manager. Familiarise yourself with client onboarding processes, SaaS implementation, and fund administration workflows. This will help you articulate how your experience aligns with the role.
✨Showcase Your Leadership Skills
As this role involves leading a team, be prepared to discuss your leadership style and experiences. Share specific examples of how you've mentored team members or led projects to success, highlighting your ability to foster a collaborative and customer-centric culture.
✨Prepare for Technical Questions
Expect questions related to technical aspects of client solutioning and implementation. Brush up on your knowledge of investor onboarding workflows, compliance requirements, and any relevant project management methodologies. Being able to speak confidently about these topics will set you apart.
✨Demonstrate Client Engagement Experience
Since building relationships with clients is crucial, prepare to discuss your past experiences in client-facing roles. Highlight how you've successfully managed stakeholder expectations and resolved issues, showcasing your communication skills and ability to provide expert guidance.
