AI and Data Office (CAIDO) Commercial Lead

CO_AFSCLLC Apex Fund Services (Charlotte) LLC; Boston (MA); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Training and development opportunities

Four days in office

Competitive remuneration

Job summary

Apex Group is seeking an ambitious AI and Data Office (CAIDO) Commercial Lead in Boston to drive data product strategy, packaging and go-to-market efforts. You will lead cross-functional teams, define commercial models, and expand client relationships in a global asset servicing context.

This role demands strong data, finance, and sales acumen with a track record in data services and fund management. Four days in office in Boston spirit, with a competitive compensation package.

Qualifications

• Previous working experience in data services and control.
• Extensive experience in fund accounting and investment management industry.
• Understanding of product packaging and marketing.
• Ability to communicate value proposition to clients and sell.
• Good knowledge of data analysis and KPIs.
• Familiarity IT/Business infrastructure.
• Outstanding organizational and time management skills.
• Excellent interpersonal and leadership skills.
• Great communication and presentation skills.
• Problem-solving, growth-minded and risk-aware mindset.

Responsibilities

• Participate in the design, plan and implementation of quality data products worldwide.
• Design and commercialize configurable data management options for Portfolio Managers across our various portfolio investment services.
• Partner with our Data Product Team to define, commercialize, and sell products.
• Lead employees as an example to understand the sales and support model.
• Analyze and interpret data and metrics related to sales opportunities.
• Take the lead innovating and in expansion activities.
• Maintain relationships with clients, partners and vendors.

Skills

Data services experience

Fund accounting

Investment management

Packaging & marketing

Value proposition & sales

Data analysis & KPIs

IT/Business infrastructure

Time management

Interpersonal skills

Leadership

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 AI and Data Office (CAIDO) Commercial Lead Boston Description We are looking for an ambitious and self-driven individual to join our team!

Job specification

• Participate in the Design, plan and implementation of quality data products businesses worldwide
• Design and commercialize configurable data management options for Portfolio Managers across our various portfolio investment services
• Partner with our Data Product Team to define, commercialize, and sell products
• Lead employees as an example to understand the sales and support model
• Analyze and interpret data and metrics related to sales opportunities
• Take the lead innovating and in expansion activities
• Maintain relationships with clients, partners and vendors

Skills Required:

• Previous working experience in data services and control
• Extensive experience in fund accounting and investment management industry
• Understanding of Product packaging and marketing
• Ability to communicate value proposition to clients and sell
• Good knowledge of data analysis and KPIs
• Familiarity IT/Business infrastructure
• Outstanding organizational and time management skills
• Excellent interpersonal and leadership skills
• Great communication and presentation skills
• Problem-solving, growth-minded and risk-aware mindset

What you will get in return:

• A genuinely unique opportunity to be part of an expanding and market-leading global business;
• Competitive remuneration commensurate with your skills and experience;
• Training and development opportunities

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement. Salary ranges from USD $175,000 – USD $200,00. Compensation within this range is dependent on individual's skills, experience and qualifications.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

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 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.