Senior Manager - Executive Performance & Reward Services

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

Job Title:    Senior Manager - Executive Performance & Reward Services (“EPRS”)

Role Location:                     Jersey

Employment Type:              Permanent

Role Summary

This is a senior role within the EPRS division.  The role has a wide array of responsibilities including, but not limited to, responsibility for administration obligations and the management of client relationships to support the growing EPRS division, with a particular focus on the development and mentoring of team members and providing the highest quality of customer service.   

The division provides a supportive, team-based, client-focused environment that is dedicated towards delivering high quality services in support of the overall divisional objectives.

Key Responsibilities

• Working closely with the Client Director to manage a portfolio of clients
• Generally, act in the best interests of the division by supporting team members and promoting the development of the business
• Maintain and develop client relationships
• Liaison with client advisors and intermediaries on high level trust matters
• Manage and supervise several administrators who would typically be studying towards professional qualifications. Supervise the administrators within the team, including mentoring, training and development, and carrying out appraisals
• Preparation and implementation of entity customer specific procedures in relation to the administration and reporting requirements
• Maintain and update task management system and ensure team tasks are cleared on a timely basis
• Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines
• Involvement in the identification of recruitment requirements and the recruitment process
• Be able to provide sound, quality and technical guidance to clients
• Monitor WIP against agreed budgets and report variances to the relevant director
• Management of the billing and debt collection cycles
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts including intermediaries, auditors and other third parties
• Perform other duties as necessary to support the strategic development of the client team including client meetings, new business pitches and new business proposals.
• Provide leadership and oversight to ensure the effective administration of a portfolio of trusts, companies and employee benefit structures in accordance with regulatory, legal and client service requirements.
• Act as a senior escalation point for complex fiduciary, governance, risk and client relationship matters.
• Support the Client Director in the achievement of strategic, financial and operational objectives.
• Monitor portfolio profitability, utilisation, recoverability and revenue metrics, taking corrective action where required.
• Ensure compliance with Jersey regulatory requirements, anti-money laundering legislation, sanctions obligations and internal risk management frameworks.
• Drive business development activities, including client retention, cross-selling opportunities and participation in new business proposals and pitches.
• Lead, mentor and develop managers and administrators, fostering a high-performance culture and supporting succession planning.

Skills / experience required

• 10+ years' experience in trust and company administration, fiduciary services or a related professional services environment, including significant people management responsibilities and with ability to motivate and influence a team.
• Relevant professional qualifications such as CGI, STEP, ACCA, ACA or equivalent
• An understanding of Jersey statutory laws and other related legal and regulatory requirements, for example Anti-Money Laundering laws
• Motivated and driven.

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.