Client Solutioning Lead

CO_FACHL Fund Admin Chain Limited; City Of London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

Apex Group is hiring a Client Solutions Lead to own the full onboarding lifecycle from pre-sales to implementation on Tocan’s investor onboarding platform. You will liaise between clients, prospects and internal teams to ensure workable, commercially viable solution designs.

The role combines solution design, stakeholder management and hands-on delivery, with focus on data migrations, run book development and continuous process improvement across global jurisdictions.

Qualifications

• 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.

Responsibilities

• Deliver engaging demonstrations and presentations to prospective clients, showcasing value and capabilities.
• Provide pre-sales support, including setting up demo environments and assisting with technical queries.
• Collaborate with sales and technical teams to design customized solutions and map run books.
• Conduct GAP analysis to capture requirements and develop business cases.
• Capture and document client requirements, workflows, and success criteria; provide configuration advisory support.
• Oversee data migrations, including mapping, cleansing, transformation, validation and reconciliation.
• Produce regular reports and insights on project status and client success metrics.

Skills

Pre-sales

Solution design

Stakeholder management

SQL

Data migrations

Communication

Tools

SQL

Excel

APIs

UAT coordination

Job description

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 FinTech. 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 FinTech. 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 FinTech. 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