Client Implementation Specialist - Fit
About the job
- Strong understanding of fund operations for open-ended and closed-ended funds.
- Hands-on experience with automation tools, including robotic process automation and workflow platforms.
- Exposure to artificial intelligence, machine learning, or data-driven solutions.
- Knowledge of client onboarding processes, including know your customer and anti-money laundering requirements.
- Strong analytical, problem-solving, and critical-thinking skills.
- Ability to work effectively across business and technology teams.
- Six to ten years of experience, with hands-on experience in fund operations and automation.
- Design, develop, and implement automation solutions across the lifecycle of open-ended and closed-ended funds.
- Streamline fund accounting, reporting, and compliance processes through automation.
- Identify operational inefficiencies and drive process optimization initiatives.
- Lead end-to-end automation initiatives for client onboarding processes.
- Integrate know your customer, anti-money laundering, and regulatory requirements into automated workflows.
- Collaborate with stakeholders to improve onboarding efficiency and reduce turnaround time.
- Identify opportunities to leverage artificial intelligence and machine learning solutions to enhance operational efficiency and business insights.
- Partner with technology teams to implement intelligent automation solutions using robotic process automation and artificial intelligence.
- Promote and drive adoption of artificial intelligence tools across business units.
- Support development and implementation of artificial intelligence and machine learning models and algorithms.
- Assist in data collection, preprocessing, and feature engineering activities.
- Conduct research on emerging artificial intelligence technologies and industry trends.
- Develop prototypes and proof-of-concept solutions for new artificial intelligence use cases.
- Perform testing and validation of artificial intelligence models to ensure accuracy and performance.
- Maintain proper documentation of models, experiments, and technical processes.
- Collaborate with cross-functional teams to translate business requirements into artificial intelligence solutions.
- Work closely with Operations, Information Technology, Compliance, and Product teams.
- Translate business requirements into scalable technical solutions.
- Manage multiple automation initiatives and ensure timely delivery.
- Ensure all automation solutions comply with regulatory guidelines and internal policies.
- Monitor and maintain automation frameworks for stability, accuracy, and performance.
- Collaborate with global stakeholders to align technology initiatives with business priorities.
- Experience with AI platforms, natural language processing, or intelligent automation tools.
- Advanced proficiency in SQL, Visual Basic for Applications, Microsoft Access, and Excel.
- Hands-on experience with extract, transform, load tools and data mapping.
- Familiarity with fund accounting systems.
- Basic programming knowledge in Python and SQL and data analytics concepts.
- Experience in digital transformation initiatives.
- Foundational knowledge of statistics and data analysis.
- Strong communication and collaboration skills.
- High attention to detail with a focus on quality.
- Curiosity and willingness to learn emerging technologies.
About the company
Apex Group provides a single-source global platform for financial services, covering fund administration, corporate services, and related banking, custody, and ManCo services for asset managers, institutions, private clients, and family offices. It delivers an integrated suite where clients can select individual services or a fully connected package that spans the full value chain from fund services to corporate solutions, driven by technology and data. The firm differentiates itself through its large global footprint and a history of growth via more than 45 acquisitions, adding local expertise while maintaining a single-provider experience. Its goal is to offer high-quality, consistent client service worldwide with local delivery and to expand its capabilities in private markets and tokenization.
Company Size
5,001-10,000
Company Stage
Debt Financing
Total Funding
$1.5B
Headquarters
Hamilton, Bermuda
Founded
2003
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Simplify's Take
What believers are saying
- August 2026 OpenVC partnership expands Apex Invest reach into RWA indices and distribution.
- January 2026 Mercer pension lift-out strengthens Apex's Australian superannuation footprint.
- February 2026 Jay Cipriano hire adds strategy execution as Apex scales globally.
What critics are saying
- April 2026 DOL consent order hit Apex Management Group I for ERISA violations.
- The order bars Apex from fiduciary services unless it discloses all fees.
- August 2025 Texas injunction shows employee-exit and trade-secret leakage risk persists.
What makes Apex Group unique
- 2003-founded Apex bundles fund admin, ManCo, custody, and digital infrastructure globally.
- May 2025 Tokeny and 2026 Globacap sharpen Apex's tokenized-private-markets stack.
- May 2026 LSEG collaboration extends Apex Digital 3.0 into UK wealth distribution.
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Growth & Insights and Company News
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↑ 3%Apex Group and Truleum Venture Partners have launched Truleum Fund I LP, a Dubai International Finance Centre-domiciled private markets fund regulated by the Dubai Finance Services Authority. The fund issues digitally native units within a regulated framework using Tokeny technology. The structure combines institutional governance with digital issuance architecture, embedding compliance controls, transfer restrictions and investor eligibility directly within the asset layer. The firms say this approach enhances transparency and operational efficiency whilst maintaining regulatory alignment. Naveed Zamir Yasir, Apex Group's Dubai country head, said the launch reflects an industry shift towards tokenised structures built on strong governance. Dolly Ramaiya, founder of Truleum Venture Partners, described the fund as a foundational milestone for modernising private market infrastructure through fund and asset tokenisation.
Apex Group, managing $3 trillion in assets, has acquired Globacap, a FINRA-regulated broker-dealer, to advance tokenized funds in the US. This acquisition highlights the growing institutional interest in blockchain technology for fund management. Tokenization offers benefits like enhanced liquidity, faster settlement times, lower costs, and increased transparency. Apex's move underscores the convergence of traditional and digital finance, leveraging Globacap's regulatory expertise to navigate the US market.
IDL (International Dance League) has raised $7M in a Seed round led by Elysian Park Ventures to launch the first global professional dance league. The funding will enhance IDL's technology and event production infrastructure for its 2026 debut season, featuring six major events worldwide. IDL aims to transform dance into a global sport, offering professional contracts and building a global fanbase. Additional investors include KB Partners, Apex Group, and notable angel investors.
Apex Group has acquired a majority stake in Tokeny, aiming to lead the institutional adoption of tokenised finance. This acquisition will give Apex 100% control over the next three years. Tokeny has tokenised over $32 billion in assets and created the ERC-3643 standard. The partnership will enhance Apex's digital infrastructure offerings, leveraging Tokeny's technology to improve liquidity and distribution.
Apex Group Ltd. (“the Group”), the leading global financial services provider, has appointed Tom Bennett as Global Head of Fintech. In this newly created role, Tom will lead Apex Group’s global fintech strategy, enhancing its digital capabilities across private markets, capital markets, and digital assets.Under his leadership, Apex Group will look to further enhance its digital proposition with new initiatives across the entire client lifecycle, including digital onboarding and workflow, AI powered risk and accounting solutions, capital raising solutions, and a new sustainability platform. With a focus on execution and regulatory rigor, Apex Group aims to bridge the gap between traditional asset management and the rapidly evolving digital economy.Tom Bennett’s background boasts experience at leading companies such as JLL and BT, and he most recently served as Group Head of Innovation at Aztec Group, prior to joining Apex Group. He has 15 plus years of experience working with tech companies and communities, with a proven track record of building and scaling innovative new ventures and digital products.Commenting on his appointment, Tom Bennett, Global Head of Fintech at Apex Group, said: “I’m thrilled to join Apex Group at a pivotal time for fintech innovation. Our goal is to build a future-ready platform for TradFi and DeFi with digital infrastructure, from tokenization to AI-driven tools