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Institutional Client Service Lead - EMEA page is loaded

Apply locations London, United Kingdom time type Full time posted on Posted 30+ Days Ago job requisition id R252576

Position Overview

Apollo is seeking a driven individual to join the firm’s Global Client Service Group to provide ongoing client service in EMEA. The role will serve as regional client service lead covering Apollo’s Institutional client base. The primary focus of this individual will be supporting our Institutional clients & sales teams directly.

Primary Responsibilities:

• Regional operational lead for Institutional clients, including pre-sale support, end-to-end onboarding and post-sale service

• Serve as EMEA client service lead across Institutional clients, including management of regional client service professionals to ensure coordinated and consistent white-glove client service.

• Close coordination and accountability to Institutional Investor Services team that oversees onboarding globally. Focus on providing on the ground client support in EMEA while also maintaining strong connectivity with global team and leveraging their expertise and institutional knowledge (e.g., information sharing, best practices)

• Partner closely with, and accountable to, Institutional EMEA Sales team

• Coordinate across multiple groups globally within the firm to ensure uniform, proactive, timely, professional, and accurate prospect and client interactions

Pre-Sale and Onboarding

• Lead the pre-onboarding process in close partnership with sales and product professionals for Institutional clients

• Oversight of the coordination of Institutional client diligence materials, RFIs/RFPs, Regional Specific Marketing Materials, ad-hoc diligence requests etc. that will be fulfilled by other APO teams including the translation of such materials

• Coordination of ODD events/meetings in region and elsewhere.

• Project management of Institutional client onboarding process in coordination with Institutional Investor Services, including but not limited to: Investor Subscription process, oversight of 3rd party service providers and coordination across numerous Apollo teams (e.g. ICG, compliance, legal, fund controllers) to execute onboarding.

• Required to understand and tailor approach based on regional nuances across regulatory requirements and product structures

Post-onboarding

• Manage subscription and redemption process and queries for perpetual funds as well as manage capital call notice follow ups for draw-down funds, including SMAs / Fo1

• Coordination and oversight of 3rd party service providers to ensure client obligations are met and that cross-party processes are functioning as expected

• Liaise with COO and Product teams to ensure accurate and timely publication of NAV/valuation and recurring reporting for all relevant funds

• Respond to ad-hoc requests across a variety of Apollo products, including custom reporting requests (e.g. bespoke reporting for SMA’s)

Ongoing

• Act as EMEA central liaison for Institutional clients’ enquiries on Apollo products lifecycle, maintain 3rd party service provider relationships and Apollo internal and external stakeholders to formulate appropriate response on a timely basis

• Provide support to sales team members through the whole servicing lifecycle, from prospect to client

• Support of EMEA Institutional sales team in production and updating of business and strategy plans

• Curate distribution lists in conjunction with senior sales, DDE and Marketing for relevant client events e.g. Annual Meetings, webcasts

Qualifications & Experience

• Bachelor's degree in Finance, Economics, Business Administration, or a related field

• 8+ years of prior experience in a client services role at an alternative asset management firm or investment/private bank

• Previous personnel management experience strongly preferred

• Previous project management experience strong preferred

• Self-motivated and resourceful; able to multi-task and focus on delivering results

• Client-centric mindset

• Ability to operate as a team player – energetic, enthusiastic and personable

• High quality written and verbal communication skills

• Excellent attention to detail

• Strong communicator; personable, organized, and proactive with a positive attitude

• Strong interpersonal skills to support communication with internal and external counterparties

• Excels in a rigorous and fast-paced team-oriented work environment

locations London, United Kingdom time type Full time posted on Posted 30+ Days Ago