At a Glance
- Tasks: Lead client onboarding and solution design for innovative financial services.
- Company: Join Apex Group, a global leader in fund administration and tech solutions.
- Benefits: Enjoy competitive pay, career growth, and a supportive work culture.
- Other info: Flexible working environment with opportunities across global jurisdictions.
- Why this job: Make a real impact in FinTech while developing your skills and expertise.
- Qualifications: Experience in solution consulting or business analysis is essential.
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.
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.
Prepare to accelerate.
We’re a people-powered business with a vision to inspire a new era of service-led Fin Tech.
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, 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.
Prepare to accelerate.
We’re a people-powered business with a vision to inspire a new era of service-led Fin Tech.
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 Fin Tech.
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.
- Find out more about us
Client Solutioning Lead in City of London employer: CO_FACHL Fund Admin Chain Limited
CO_FACHL Fund Admin Chain Limited is an attractive employer due to its commitment to employee empowerment and professional development. The company fosters a culture of innovation, allowing employees to take the lead on transformative projects. With a focus on collaboration and support, it provides a stimulating environment for career growth.
Contact Details:
CO_FACHL Fund Admin Chain Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Solutioning Lead in City of London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CO_FACHL Fund Admin Chain Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CO_FACHL Fund Admin Chain Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CO_FACHL Fund Admin Chain Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Solutioning Lead in City of London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CO_FACHL Fund Admin Chain Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CO_FACHL Fund Admin Chain Limited how you can be a team player!
How to prepare for a job interview at CO_FACHL Fund Admin Chain Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CO_FACHL Fund Admin Chain Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CO_FACHL Fund Admin Chain Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
