Vice President, Business Development at APEX Group

Vice President, Business Development

Apply locations: Burlingame

Time type: Full time

Posted on: Posted 3 Days Ago

Job requisition id: JR-0007381

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.

The Role & Key Responsibilities:

• Drive new client acquisitions and increase revenue for ABS
• Build, manage and progress a pipeline of new business opportunities, including prospects launching funds and take-away business from competitors
• Grow the brand and reputation across the region
• Build on an existing network of operating companies, investment managers, fund sponsors, trustees, counsels, auditors and other key influencers
• Lead sales process from end to end, including identifying prospects, coordinating meetings and presentations, preparing proposals and managing deal teams
• Collaborate with colleagues across regions and areas of specialization to achieve business objectives
• Ensure robust knowledge of Apex’s offering and value proposition
• Champion cross-sell initiatives across services lines and geographies to drive new sales into our existing client base
• Work closely with and build strong collaborative relationships with marketing, client onboarding, operations, legal and other functions
• Advise on strategic initiatives such as product development
• Follow internal sales and non-sales process and compliance requirements, including management reporting, Salesforce maintenance, attendance at internal meetings, assistance with onboarding as required, to ensure agreed project deliverables are met

Skills Required:

• 5 to 7+ years relevant experience in accounting, fund administration, financial services or ability to demonstrate relevant experience
• A strong existing network of fund managers, sponsors, trustees, law firms and other influencers preferred, including ability to interact with C-Level executives
• Knowledge of financial markets and asset management
• Strong self-confidence, strategic mind to lead and/or contribute to discussion with various stakeholders at senior levels
• Able to sell complex solutions to clients, and apply relationship management and analytical skills to handle client requests/objections in an appropriate manner
• Demonstrated sales skills and ability to consistently deliver on sales targets
• Strong verbal and written skills are essential
• Experience with CRM systems (Salesforce preferred), KPI tracking and internal stakeholders
• Possess a strong work ethic, as well as uncompromising integrity
• Educated to degree level, relevant professional qualifications beneficial

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