At a Glance
- Tasks: Lead client onboarding and solution design while collaborating with teams to deliver impactful results.
- Company: Join Apex Group, a global leader in fund administration and innovative solutions.
- Benefits: Enjoy competitive salary, flexible working, and opportunities for professional growth.
- Other info: Dynamic role with opportunities for continuous improvement and global collaboration.
- Why this job: Be a key player in transforming client experiences with cutting-edge technology.
- Qualifications: Experience in pre-sales or solution consulting, strong communication skills, and technical acumen.
The predicted salary is between 63000 - 77000 £ 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
- ROLE PURPOSE
The Client Solutions Lead 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.
The successful candidate will ensure clients experience a seamless, high‑quality journey with Tocan's investor onboarding platform.
The Client Solutions Lead is responsible for managing successful solution design and deployments of the Tocan platform.
The role serves as the primary liaison between clients, prospective clients and internal teams, ensuring client solution designs are understood and commercially viable.
KEY RESPONSIBILITIES
- Client Solutioning and Pre-Sales Support
- Deliver engaging demonstrations and presentations to prospective clients, showcasing the value and capabilities of solutions.
- Provide pre‑sales support, including setting up and maintaining demo environments and assisting with technical queries.
- Collaborate with sales and technical teams to design customized solutions, map run books and troubleshoot complex issues.
- Conduct GAP analysis to identify client needs, capture detailed requirements, and develop comprehensive business cases.
- Implementation & Delivery
- Capture and document client requirements, workflows, and success criteria and provide configuration advisory support.
- Act as the primary subject matter expert, coordinating across client stakeholders and Tocan internal teams (Product, QA, Client Success).
- Prepare and collate effort estimates to support solution proposals and client decision‑making.
- Oversee data migrations, including mapping, cleansing, transformation, validation, and reconciliation of data between systems.
- Determine and provide regular reports and insights to leadership on project status and client success metrics.
- TOCAN CLIENT SOLUTIONS
- Process Optimisation & Methodology
- Champion continuous improvement in solution design, business analysis methodologies, and client engagement strategies.
- Identify process gaps and lead initiatives for automation or efficiency improvements in the solutioning and implementation lifecycle.
- Technical Requirements
- Understanding of relational data modelling concepts (entities, relationships, keys, hierarchies) and familiarity with data dictionaries
- Proficiency in writing SQL queries and advanced Excel
- Working knowledge of APIs
- Experience writing test scenarios, coordinating UAT, and triaging defects with QA and Product, including first‑line investigation.
- Ability to produce clear technical artefacts and lead complex solution design documentation
- KNOWLEDGE, SKILLS & EXPERIENCE
Essential
- Experience in a pre‑sales, solution consulting, or business analysis role.
- Strong technical acumen with the ability to translate complex concepts into clear business value.
- Excellent communication and presentation skills.
- Experience with solution design, run book development, and troubleshooting.
- Ability to perform detailed GAP analysis and develop business cases.
- Hands‑on experience with data migrations, including planning, execution, and post‑migration validation.
- Familiarity with project management tools, methodologies and continuous improvement practices.
- ADDITIONAL REQUIREMENTS
- Flexibility to support clients across multiple global jurisdictions and time zones.
- Commitment to continuous professional development and maintaining industry knowledge.
- Disclaimer
Client Solutioning Lead employer: Apex Group Ltd (UK Branch)
At Apex Group, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Located in the vibrant city of London, our team enjoys competitive remuneration, extensive training and development opportunities, and the chance to work alongside industry leaders in a high-performing environment. Join us to supercharge your career and make a meaningful impact in a rapidly growing global business.
Contact Details:
Apex Group Ltd (UK Branch) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Solutioning Lead
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We think you need these skills to ace Client Solutioning Lead
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Apex Group Ltd (UK Branch), tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Apex Group Ltd (UK Branch)
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
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Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Apex Group Ltd (UK Branch)’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
