Senior Manager

ACCA Careers; Carshalton; On-site; GBP 60,000 - 90,000; Full time

Job summary

Apex Group is a leading fund administration and middle office solutions provider with global reach. This role leads a busy fiduciary team delivering administration and oversight across a fund portfolio and related entities.

You will nurture client relationships, coach staff and drive compliance and service quality in a fast-paced environment, while supporting business growth and industry developments.

Qualifications

• Qualified or studying toward a professional qualification recognised by the JFSC (ICSA or ACCA).
• Broad knowledge of fiduciary products and fund services offerings.
• Familiar with Jersey legislation and regulatory requirements, with focus on compliance and risk awareness.
• Ability to communicate clearly in business and technical language.
• Strong initiative, prioritisation, and ability to work in a fast-paced environment.
• Excellent communication, customer service, and interpersonal skills.
• Ability to delegate, coach and mentor team members.
• Strong organisational and administrative skills with attention to detail and accuracy.
• Active management of risk within client portfolios and CPD requirements.

Responsibilities

• Lead and coach a busy team delivering fiduciary oversight for a funds portfolio.
• Own client and intermediary relationships within your portfolio.
• Support development of team through coaching and technical guidance.
• Collaborate with senior management to meet targets and uphold four-eyes principle.
• Maintain high client service standards and manage outsourcing relationships.

Skills

Leadership

Coaching

Mentoring

Communication

Customer service

Delegation

Interpersonal skills

Organisational skills

Attention to detail

Risk awareness

CPD knowledge

Education

Professional qualification (JFSC recognised)

ICSA

ACCA

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

The principal activity of the business is providing Custodian, Depositary and Trustee services to a range of regulated collective investment funds and private wealth portfolios in a professional manner and in accordance with regulatory requirements, service levels and company standards to meet client expectations.

The Role & Key Responsibilities

• To manage a busy team of staff with varied experience levels, delivering exceptional administration and fiduciary oversight services to a portfolio of funds, fund services entities and corporate structures – which include key clients of the business;
• To take ownership for the client and intermediary relationships within your designated portfolio;
• To be responsible for the ongoing development of your team by providing coaching and technical expertise;
• To work as part of a management team assisting the director group in meeting targets;
• Ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained;
• Oversight of the functionaries and service providers in accordance with scheme documents and outsourcing requirements;
• To build relationships with intermediaries, third parties and key client contacts, be seen as the first point of contact and foster client retention.
• Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection, and staff productivity;
• Maintain awareness of risks and clearly understand those risks involved in activities carried out and with respect to own client portfolio;
• Monitor team compliance with Policies and Procedures;
• Proactively keep up to date with current industry issues and developments;
• Support future growth through business development activity as appropriate.

Skills Required

• To hold, or be studying toward, a relevant professional qualification recognised by the JFSC preferably ICSA or ACCA.
• Broad knowledge and understanding of a wide range of fiduciary products and the specific service offerings within the corporate and fund services space;
• Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance and risk awareness.
• Ability to present ideas in user-friendly, business-friendly and technical language.
• Ability to use own initiative and prioritise and execute tasks in a fast paced environment.
• Exceptional communication and customer service skills.
• Act as a role model for team members and others within the business.
• Ability to delegate, coach and mentor members of the team.
• Good interpersonal skills.
• Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements.
• Attention to detail and accuracy.
• Effective management of risk within the clients you have responsibility for
• Ensure that own skills and professional knowledge are kept up to date, meeting regulated CPD requirements.

What You Will Get In Return

• A genuinely unique opportunity to be part of an expanding global business.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

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.